Bequests are gifts that extend beyond your lifetime, and are a thoughtful way to leave a lasting, supportive legacy to the vital work of the CDS Wolf Foundation.

A gift of your retirement assets [IRA, 401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. If you are like most people, you probably will not use all of your retirement assets during your lifetime, and 50%-60% of your retirement assets may be taxed if you leave them to your heirs. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets, and your charitable support can impact the lives of many.

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift. Avoid paying a capital gains tax and receive a charitable income tax deduction while helping the CDS Wolf Foundation further our mission.

Trusts are money, securities or other property placed with a trustee for the benefit of the CDS Wolf Foundation. Income can be paid to yourself, a friend, or to the Foundation. Types of trusts include: Revocable Living Trust, Annuity Trust and Unitrust, and Supplemental Needs Trust (if you have a family member with a disability).

A charitable gift annuity is a contract between you and the CDS Wolf Foundation that enables you to give a set amount (usually $10,000 or more) and receive a fixed, guaranteed income for life (part of which is tax-free).  A percentage of your gift is tax-deductible and the amount of income you receive is determined by the size of your gift and a rate of return, which is based on your age.

The CDS Wolf Foundation has established third and first party pooled income trust accounts that are maintained for each beneficiary by the CDS Wolf Foundation for purposes of investment and management of trust funds. These trusts are established and intended to provide, in the sole and absolute discretion of the Trustee, supplemental goods and series for beneficiaries of the trust, in addition to any government benefits for which they may be eligible.

If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further our mission. Contact us to learn how you can gift a life insurance policy and receive a charitable tax deduction or name CDS Wolf Foundation as a beneficiary.

A gift of your appreciated real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a lasting gift. You can deed your home or farm to the CDS Wolf Foundation, but keep the right to use the property for your lifetime.