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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitIf you have a loved one who has been impacted by The Wheeler School, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.
When Cassandra's mother passed away, she knew she wanted to do something that would establish a lasting legacy for her. She remembered that during her lifetime she was always praising Wheeler for its tireless efforts to better the community.
Cassandra decided to make a gift to Wheeler in her mother's name using appreciated securities. Not only will her mother's legacy live on at Wheeler thanks to the gift, but Cassandra also qualified for a federal income tax charitable deduction and eliminated capital gains tax on the securities.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit