Leave a lasting impact by donating cash, securities, real estate or personal property to the White Rose Leadership Institute in your will. This simple yet powerful planned gift allows you to support WRLI for years to come while retaining full control of your assets during your lifetime.

To name WRLI in your will or trust, please use the following suggested language:

Residual Bequest Language

A residual bequest comes to us after your estate expenses and specific bequests are paid.

I give and devise to the White Rose Leadership Institute, York, PA, (EIN 83-1246505) [all] or [insert a percentage] of the rest, residue and remainder of my estate, both real and personal, to be used for its general support [or for the support of a specific fund or program.]

Specific Bequest Language

You can name the White Rose Leadership Institute as a beneficiary of a specific amount from your estate.

I give and devise to the White Rose Leadership Institute, York, PA, (EIN 83-1246505) the sum of $[insert dollar amount] or [insert number of shares] of [insert stock information] to be used for its general support [or for the support of a specific fund or program.]

Contingent Bequest Language

If one or more of your specific bequests cannot be fulfilled, the White Rose Leadership Institute can be named as a contingent beneficiary in your will or personal trust.

If [insert individual heir’s name] is not living at the time of my demise, I give and devise the White Rose Leadership Institute, York, PA, (EIN 83-1246505) the sum of $[insert dollar amount] [all] or [insert percentage amount] of the residue of my estate to be used for its general support [or for the support of a specific fund or program.]

Naming the White Rose Leadership Institute as a beneficiary in your retirement plan — such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or donor-advised fund — offers a dual advantage: you fulfill your charitable giving goals while potentially reducing your tax burden. This designation takes precedence over your will. By allocating retirement assets to charity and other assets to family, you can streamline your estate planning process.

Follow these simple steps:

• Request a “change of beneficiary” form from your plan administrator.

• List the White Rose Leadership Institute as the beneficiary at:
  White Rose Leadership Institute
  37 W Philadelphia St
  York, PA 17401
  EIN #: 83-1246505

• Let us know so we can thank you!

Life-income gifts offer steady income for life or a specified period with the remainder supporting our mission. With Charitable Gift Annuities (CGA), you can donate assets now and get fixed payments for life, plus potential tax benefits. CGAs are flexible, suiting various life stages and financial goals, and you can decide when you receive payments.

• Immediate Gift Annuity: Make your gift, take a deduction and begin receiving annuity payments right away. This option is available for donors 60 or older.

• Deferred Gift Annuity: Take an immediate deduction and defer payments for retirement. This option is beneficial for younger donors. Deferment allows for larger and less taxed payments.

• Flexible Gift Annuity: This is like a deferred gift annuity with a donor-directed option to delay the payments. The longer you wait to receive payments, the higher the payout rate and the larger your income payments will be.

Donating appreciated stocks, bonds or mutual fund shares instead of cash provides double the benefits. By giving these assets to the White Rose Leadership Institute, you receive a charitable tax deduction at full market value and avoid paying the capital gains tax that would apply if you sold the assets and donated cash.

To transfer your shares to the White Rose Leadership Institute, please contact:

The White Rose Leadership Institute

Lisa Barshinger
Executive Director
White Rose Leadership Institute
lisa@givelocalyork.org
(717) 208-2824

If you’re 70½ or older, you can donate directly to the White Rose Leadership Institute from your IRA. Doing so allows you to avoid income tax on the donated portion of your required minimum distribution and support the White Rose Leadership Institute with assets that would be taxed in your estate.

To qualify:

• You must be age 70½ or older.

• Transfers must be made directly from a traditional IRA account by your IRA advisor to the White Rose Leadership Institute. Funds withdrawn by you and then contributed do NOT qualify. Gifts from certain retirement plans, like 401(k) or 403(b), also do not qualify.

• Gifts must be outright; distributions to donor-advised funds or life-income arrangements do not qualify.

Benefits of qualified charitable distributions:

• Donation limit as of 2025 has increased to $108,000; you can also use up to $54,000 for a one-time donation to a charitable remainder trust or charitable gift annuity.

• Are not included in your gross income for federal income tax purposes; no charitable deduction is available.

• Count toward your required minimum distribution for the year from your IRA.

Sample Instruction Letter from Donor to IRA Provider:

[Insert Date]
[Insert IRA Provider Name]
[Insert Address]
[Insert City, State, Zip]

Re: Request for Qualified Charitable Distribution from Individual Retirement Account

Dear Sir or Madam,

Please accept this letter as my request for a qualified charitable contribution from my Individual Retirement Account, pursuant to Sec. 1201 of the Pension Protection Act of 2006 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as made permanent under the Consolidated Appropriations Act of 2016. My account number is [insert account number].

Please issue a check in the amount of [insert dollar amount] payable to the White Rose Leadership Institute at the following address:

White Rose Leadership Institute
P.O. Box 3103
York, PA 17402

In your transmittal to the White Rose Leadership Institute, please state my name and address as the donor of record and copy me on your transmittal. I intend for this transfer to qualify during the [insert tax year] tax year; thus, it must be postmarked no later than December 31, [insert year].

For any questions or concerns, please contact me at [insert phone number] or [insert email address].

Thank you for your prompt assistance.

Sincerely,
[Insert signature of IRA Owner]