Planned Giving
A Simple Way to Support WAER Through Your Estate Plan
Many supporters include charitable giving as part of their long-term financial and estate plans. One often-overlooked option is naming WAER Syracuse Public Media as a beneficiary of certain financial accounts. This allows you to retain access to your assets during your lifetime while making a meaningful future gift.
Beneficiary designations can be used for:
- Retirement accounts (IRAs, 401(k)s, 403(b)s)
- Life insurance policies
- Bank accounts
- Investment and brokerage accounts
- Annuities
Because retirement accounts may be subject to income taxes when inherited by family members, some donors choose to leave these assets to a tax-exempt organization, such as WAER, and preserve other assets for their heirs. This strategy may help maximize the impact of your gift, while potentially reducing tax consequences for loved ones.
As with all estate planning decisions, we encourage you to consult with your attorney, accountant, or financial advisor to determine what is best for your situation.
We're Here to Help
If you'd like to learn more about making a planned gift to WAER through a beneficiary designation or other planned giving options, please contact Tracy Caryl, Director of Development and Membership, at tmcaryl@syr.edu or 315-443-5253.
This information is provided for educational purposes and should not be considered legal or tax advice.
Planned Giving Resources:
Cuse Community - WAER – Gift Info