A planned gift is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You can make a planned gift to the WALDEN Institute by including language in your will or living trust leaving a portion of your estate to the WALDEN Institute, or by designating the WALDEN Institute as a beneficiary of your retirement account or life insurance policy.

Remembering the WALDEN Institute with a planned gift from your estate will help sustain and strengthen our organization in years to come. Some of the advantages of creating a planned gift include:

• It costs nothing now, yet gives you the satisfaction of knowing you have supported the WALDEN Institute in the future
• You retain control of and use of your assets during your lifetime
• You may modify your planned gift if your circumstances change
• Gifts to the WALDEN Institute from your estate are exempt from federal estate taxes
• If you let the WALDEN Institute know of your plans, we will be able to thank you now and recognize you accordingly

If you or a loved one is interested in considering making a planned gift to the WALDEN Institute, please contact David Victorson ([email protected]) to set up a time to speak.