Wills & Trusts
Make an impact while planning for your future
We also offer the ability to create a free Revocable Living Trust
Everybody needs a will
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave a part of their estate to DWC and make an impact on the causes they love, for years to come.
Why give in your will?
- Continue to use assets or property during your lifetime
- Potentially reduce your estate tax burden
- Leave a lasting legacy to DWC
Common gifted assets in wills and trusts
- Financial accounts
- Real estate
- Vehicles
- Brokerage accounts
- Crypto and NFTs
- Personal property
Beneficiary Designations
Make us a beneficiary of your IRA or other “non-probate” assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating DWC as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Continue to use assets or property during your lifetime
- Leave a lasting legacy to DWC
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Gifts that pay you back
Transfer securities, cash, or other property to DWC and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or, in some cases, up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Frequently Asked Questions
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.
Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
No. You can usually make these easily and at no cost to you.
Yes. You are always free to revise or update your estate plans.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes. You are always free to revise or update your estate plans.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know