By leaving a gift to the Whispering Winds Endowment you become a member of the Holy Ground Society. This is a group of men and women who have used their estate planning to help secure a bright future for the camp. What Your Endowment Gift Provides Whispering Winds
Leaving a gift to Whispering Winds in your Will or Trust
When you make a gift of bequest to Whispering Winds, you are not only creating a legacy for you and your family but contributing to the future of Whispering Winds. A gift or bequest costs you nothing now but offers you a way to support a program of your choice. Although unrestricted gifts are the most valuable because they can be used to meet opportunities or unforeseen needs as they arise, we also accept restricted or designated gifts that are made with a particular program or purpose in mind. Gifts or bequests to Whispering Winds are not subject to federal income or state taxes, meaning we are able to use the form of a gift for purposes you specify.
A fund credit by a gift or bequest can be made in the names of the donors or other persons of their choosing. Sometimes donors make gifts in memory of family members or friends that have had a significant impact on their lives.
How to Make a Gift or Bequest
Making a bequest to Whispering Winds is easy. You may sign a new trust agreement, a codicil to your present will or amend your present trust instrument. To ensure that your exact intentions are implemented, estate planning documents should be prepared in consultation with your attorney.
You may fund a gift of bequest with the specific dollar amount or a specific asset, such as real estate or securities. Alternatively, you can specify that Whispering Winds is to receive your entire estate, percentage of your estate or a residual of your estate.
Listing Whispering Winds as a beneficiary is easy!
You may also name Whispering Winds as a beneficiary of an IRA or other retirement account. You can do this by contacting your plan administrator, or in some cases, do it yourself online through your account. You can also list Whispering Winds as a beneficiary or partial beneficiary of your life insurance policy. If you need help, our staff is ready to assist you in making the best charitable gift decisions for your financial needs.
All gifts are tax-deductible to the fullest extent of the law.
We would love to meet with you regarding your interest in considering Whispering Winds for your will or trust. Please contact Development Officer Terry Henberger at terry@whisperingwinds.org or 619-464-1479 for any questions or to make an appointment. Are we already in your will or trust? Please let us know so we can include you in our Holy Ground Society!
Catholic Community Foundation of San Diego
We are proud to have the Catholic Community Foundation of San Diego manage our endowment fund. Funds are invested in a manner consistent with Catholic Values Investing (CVI) standards established by the U.S. Conference of Bishops.
