Planned Giving Options
SAVE AMERICAN HISTORY
Create a Lasting Legacy with a Planned Gift
Planned gifts offer a meaningful way to support Woodville while also providing potential financial benefits, such as reducing your taxes or enhancing your income. No matter the size, your gift reflects a deep commitment to preserving our nation’s historic roots and ensuring future generations can experience its rich heritage.
Ways to Make a Lasting Impact Without Affecting Your Finances Today
Bequests in a Will or Living Trust
A bequest allows you to leave a percentage of your estate or a specific amount to Woodville while maintaining full control of your assets during your lifetime. You can update your beneficiaries at any time.
Sample Bequest Language:
"I give (dollar amount), (specific assets such as securities, real estate, or other property), or (all or a percentage of the remainder of my estate) to Woodville, located at 1375 Washington Pike, Bridgeville, PA 15017, for (its general purposes or the following specific purpose:____)."
Gifts from Your Retirement Plan
You can designate Woodville as a beneficiary of your IRA, 401(k), or other qualified retirement plan. If you are 70½ or older, the Charitable IRA Rollover allows you to transfer up to $100,000 per year directly to qualified charities without counting the transfer as taxable income.
Gifts of Life Insurance
A life insurance policy you no longer need can become a valuable gift to Woodville. By naming Woodville as both the owner and beneficiary, you receive gift credit and an immediate income tax deduction for the policy’s cash surrender value.
Your planned gift helps secure the future of Woodville’s mission, ensuring our shared history continues to inspire generations to come.
Thank you for considering a legacy of giving!
Please contact us for more information, 412-221-0348, nevillehouseassociates@gmail.com.
