NON-CASH GIVING

Leave a Legacy

Non-cash and legacy gifts are a meaningful way to extend your compassion far beyond today and create a lasting impact for generations to come. By including WARM in your will or trust, giving appreciated stock, making an IRA charitable distribution, or naming WARM as a beneficiary, you help ensure our neighbors continue to have access to food, resources, and hope long into the future. These gifts are often tax-wise, deeply personal, and powerful expressions of values—transforming what you’ve been entrusted with into sustained care for families in need. A legacy gift is more than a financial decision; it’s a testament to your belief that no neighbor should face hunger alone and that a stronger, healthier community is worth investing in for years to come.

Other Ways to Give

Your Will or Trust

Including WARM in your will or trust is a simple way to create a lasting legacy. You can leave a percentage, a specific amount, or the remainder of your estate after providing for loved ones. With guidance from an advisor, you can easily add WARM to your estate plan.

Appreciated Stock

Donating appreciated stock or other property is a tax-wise way to support WARM. Your advisor can help you maximize tax benefits while making a meaningful impact.

IRA Charitable Distribution

If you're 70½ or older, you can transfer funds directly from your IRA to WARM, allowing you to give pre-tax dollars. For those 73 and older, this can also count toward your Required Minimum Distribution (RMD), reducing your taxable income.

Benefits of an IRA Charitable Rollover:

  • Avoid taxes on transfers up to $100,000

  • Satisfy your RMD for the year (if 73 or older)

  • Reduce taxable income, even if you don't itemize

  • Make a tax-wise gift that supports WARM's mission

Donor Advised Funds

A donor-advised fund is a simple way to support WARM both during your lifetime and through your estate plan. Notify your fund advisor of your intent to designate WARM as a beneficiary, and they will guide you through the process.

WARM can suggest language to ensure your gift has a lasting impact on our mission to serve those in need.

Beneficiary Designation

  • Retirement Funds: Name WARM as a beneficiary of your IRA, 401(k), or 403(b) to make a charitable impact. Your advisor can guide you on current tax benefits.

  • Life Insurance: Designate WARM as a beneficiary of your life insurance policy to turn a small action today into a significant future gift. Submit a beneficiary form to your insurance provider.

Restricted Bequests

If you would like to ensure that your gift is used for a specific purpose, we would appreciate the chance to work with you and your attorney to craft language that will effectively accomplish your goals.

We suggest including the following clause, to make sure that your gift goes to good use:

If the Westerville Area Resource Ministry (WARM) Board of Directors determines that it is impossible or reasonably impracticable to accomplish the specific purposes of this bequest, WARM may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the stated purpose.

Is WARM already in your charitable estate plan?

If so, we'd love to hear from you. Sharing your intentions will ensure your future gift will be used exactly as you envision.