Many donors include Welcome Home Angel in their estate plans, creating a lasting impact for children and families with special healthcare needs while leaving a meaningful legacy.
By making a planned gift or charitable bequest, you become part of the Kaiser Family Society–named after our founder, John Kaiser. If you’ve already included Welcome Home Angel in your plans or want to explore this simple process, we’d love to connect.
For more information or a confidential consultation, please contact us. We also encourage you to consult your attorney and financial advisor for guidance.
There are several ways for you to support our mission in perpetuity:
Leaving a Bequest In Your Will
Bequests to Welcome Home Angel
A gift by will or trust is the most frequently used method to make a deferred gift to a charity. Individuals who inform the agency that they have made a provision for Welcome Home Angel in their will or estate plan become part of the Kaiser Family Society.
When including a bequest or provision in your will. Always use the full, legal name and provide federal taxpayer identification number.
- Our full, legal name is: Welcome Home Angel, Inc
- Our federal taxpayer identification number is: 26-1638488
Unrestricted gifts will be used for the greatest need at the time to be determined by the Board. A general bequest to Welcome Home Angel is especially valued.
Specific guidelines can govern the use of these types of gifts. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you.
To learn more about bequest and estate gifts, contact Welcome Home Angel at 910-679-6901 or email us.
Appreciated Assets
Appreciated securities, bonds or mutual fund shares are an excellent way to provide a gift and maximize your tax savings. In addition to the tax savings, a gift of assets avoids the long-term capital gains tax on the appreciated value.
Welcome Home Angel holds a brokerage account that assets can be donated to. Contact us today for account information.
Charitable Gift Annuity
A contract between the donor and the foundation which provides fixed guaranteed lifetime payments to the donor and/or another beneficiary in an amount greater than most certificates of deposit.
Charitable Lead Trust
Support a charity with payments over a specified period of time but have the principal of the trust revert back to the donor or to the donor’s family.
Charitable Remainder Trust
Trust arrangements which pay a fixed or variable income to the donor and/or other beneficiaries. Assets such as cash, stock, mutual fund shares or property interests can be transferred to charitable trusts. A trust may be managed by the Foundation or a bank, trust or investment company chosen by the donor.
Life Estate in a Home or Farm
Enables a donor to transfer personal property to Welcome Home Angel, generating financial and tax benefits, while retaining the right to use the property, generally for the remainder of the donor’s life.
Life Insurance
Policies make wonderful gifts when a policy is no longer needed, the financial significance of the policy has changed, or you do not wish to continue premium payments. A gift of an existing policy results in an immediate income tax deduction. Welcome Home Angel may be made both the owner and beneficiary of the policy or just the beneficiary. Welcome Home Angel can be the primary, secondary, conditional, or residual beneficiary in whole or for a part of the policy amount.
Real Estate
A personal residence, a farm, a vacation home, commercial building or undeveloped land may be given in whole or in part using various tax-advantaged methods.