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Planned Giving

Leave a Legacy – Remember The Whole Person in Your Will

While The Whole Person will always be very pleased to accept cash gifts, we'd like to highlight some other financially prudent options for donating other assets.

For example, did you know you can make significant gifts without reaching for your checkbook? Gifts of appreciated stock or other securities enable you to help us accomplish our mission with no impact on your cash flow during your lifetime. Similarly, you might consider funding a charitable gift annuity (CGA) this year. A CGA will pay you a fixed, regular income for the rest of your life, regardless of any swings in the stock market.

We would be happy to provide you with all the details on these and other creative giving techniques. Please contact Perry Swinton-Ginsberg, Resource Development Specialist, at PSwinton-Ginsberg@TheWholePerson.org or 816-627-2220 for more information.

The Whole Person appreciates your generosity, and we thank you for considering a planned gift to us. With your help we'll continue to carry on our mission.

This is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.