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Getting Started

Including WSRE  in your charitable plans is a simple process.

 

Will or Trust

To name WSRE as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions.  To make the process easier, we are pleased to share some suggested language for you and your advisor to consider.

By clicking on the image below, you will be able to view and share our suggested bequest language.

Bequest Language

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Beneficiary Designations

To name WSRE as a primary or contingent beneficiary of a financial account and/or a life insurance policy, you will need our legal name, address and tax-identification number.  By clicking on the image below, you will be able to view and share this information.

Beneficiary Designation Information