WAYS OF GIVING TO ENSURE THE FUTURE
Westlake Aquatic Center has joined in a partnership with the Community Foundation of Lake of the Ozarks and the Foundation of the Ozarks to provide professional expertise and management of donations. All contributions qualify as 501©3 donations.
When you donate online through CFO, make sure to enter the following Fund/Program:
Westlake Aquatic Center Fund
Donate Online
Online Donation Questions?
CFO – 417-864-6199
Westlake Aquatic Center
573-374-7370
MANY WAYS TO GIVE
Cash Gifts:
- Simple to make
- You receive maximum charitable income tax deduction
Tip: If your credit card gives you benefits (such as frequent flyer miles or cash back), and you don’t carry a balance on your card, making a gift via credit card can earn you extra rewards.
Stock or Mutual Fund Shares:
- You receive maximum charitable income tax deduction
- You avoid paying capital gains tax
Tip: Update your portfolio by giving stock then using your cash to buy a different stock, or the same stock with a stepped-up basis.
Property – Real Estate, Land, Cars, Boats, etc.
- This type of charitable gift can offer the same benefits as stock
- The foundation will manage or liquidate your assets for you
Tip: Is your real estate more appreciated than your stock these days? A charitable gift of a home or land can offer the same benefits as stock.
Will or Trust Provision:
- Your commitment today has little or no impact on current cash flow or investments
- You retain maximum flexibility and asset control
Tip: Gifts expressed as a percentage (e.g. “5% of the residue of my estate”) allow you to maintain the same gifts to heirs and charities, regardless of changes in estate value.
IRA 401(k), 403(b), or other Qualified Plan
- Add Westlake Aquatic Center to your account’s beneficiary designation form
- You retain maximum flexibility and asset control
- You maximize your heir’s inheritance by minimizing estate and income taxes owed
Tip: Your provision can also be structured to provide for your spouse first, and then make a gift to WAC after you both have died.
Consult your tax professional for other ways to structure your gift.