How to Give Gifts Through Your Estate

Estate gifts are a very important source of funding for WETA and we appreciate your interest in remembering us in your will, trust or other estate vehicle. There are several types of bequests:

Specific Bequest

You can name WETA as the beneficiary of your estate for a specific dollar amount, a specific asset or a set percentage of your estate.

Residuary Bequest

You can name WETA as the beneficiary of all or a portion of the remainder of your estate after all other specific bequests have been made.

Contingent Bequests

You can name WETA as the contingent beneficiary of your bequest in the event that the primary beneficiary(ies) should predecease you.

Information that your Attorney needs to prepare your bequest

The Greater Washington Educational Telecommunications Association, Inc., (WETA), with current business of 2775 S. Quincy Street, Arlington, Virginia 22206. WETA is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code. The tax identification number is 53-0242992.

You may specify that your gift be used for the general purposes of the organization, which provides WETA with the most flexibility. Simply have your attorney insert the following language in addition to the language listed above: “to foster and promote the growth, progress, and general welfare of WETA as the Board of Trustees may direct.” If you wish to further direct your bequest, please contact the Planned Giving office at 703.998.1828.

Many people name WETA in their estate plans, but never let us know. We hope that you will let us know when you have completed your estate planning documents and have named WETA as a beneficiary. We would like to express our appreciation and will respect your anonymity if you so choose. In addition, by letting us know about your plans, you will help WETA plan for the future and help ensure that your wishes are carried out after your lifetime.

Gifts to WETA are tax deductible. An attorney familiar with local probate practice should draft your will, trust or other bequest document. WETA cannot prepare your bequest documents nor act as executor of your estate.

DISCLAIMER

Please note that WETA cannot provide tax or legal advice. We encourage you to talk with your attorney or other advisor before making such a gift and to assist you in preparing your estate documents. WETA cannot act as executor nor prepare your bequest documents.

WETA IS NOT ENGAGED IN RENDERING LEGAL OR TAX ADVISORY SERVICE. FOR ADVICE OR ASSISTANCE IN SPECIFIC CASES, THE SERVICES OF AN ATTORNEY OR OTHER PROFESSIONAL ADVISOR SHOULD BE OBTAINED. THE PURPOSE OF WETA'S WEB PAGE ON PLANNED GIVING IS TO PROVIDE ACCURATE AND AUTHORITATIVE INFORMATION OF A GENERAL CHARACTER ONLY. WATCH FOR TAX REVISIONS. STATE LAWS GOVERN WILLS, TRUSTS, AND CHARITABLE GIFTS MADE IN A CONTRACTUAL AGREEMENT. ADVICE FROM LEGAL COUNSEL SHOULD BE SOUGHT WHEN CONSIDERING THESE TYPES OF GIFTS.

Planned Giving Contact:

Gretchen Koch
WETA Planned Giving
2775 S. Quincy St.
Arlington, VA 22206
703.998.2619
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