Legacy giving
A gift that keeps sending students to college
Legacy gifts are lasting contributions that allow WAEF's work to go on in perpetuity. Many are made during estate planning and paid when the plan is enacted; others are made now. Either way, a legacy gift keeps sending young people from tree fruit districts to college, in your name, long after the paperwork is done.
Every discussion is held in strictest confidence.
Talk with WAEF
What a legacy gift is
Present or deferred, both last
Legacy gifts can be present or deferred gifts. They are lasting contributions that allow for meaningful work to occur in perpetuity.
Gifts made now
Planned gifts made in the present include:
- Transfers of appreciated stock
- IRA distributions
- Cash gifts
Gifts made later
Many gifts are created during an estate planning process, with payment deferred until the plan is enacted:
- A bequest in your will — the most common deferred gift
- Naming WAEF as the beneficiary of a life insurance policy
Your advisors can tell you which fits your circumstances.
Directed giving
Choose your impact
Planned gifts can create a new scholarship or they can be unrestricted. Whichever you choose will be a fantastic way to impact the lives and futures of WAEF students.
- How WAEF is governed
Your gift is handled with the highest level of fiduciary care.
Sample wording for your will
Language to take to your advisors
The Washington Apple Education Foundation can be named in your will in a variety of ways. Below is some sample wording for you to consider with your advisors.
General bequest
“I give to the Washington Apple Education Foundation located in Wenatchee, Washington, or any successor organization thereto, the sum of $100,000.”
Specific bequest
“I give to the Washington Apple Education Foundation, located in Wenatchee, Washington, or any successor organization thereto, 100 shares of WWW stock.”
Residual bequest
“I give to the Washington Apple Education Foundation, located in Wenatchee, Washington, or any successor organization thereto, 50% of the rest, residue and remainder of my estate.”
You might also consider naming the Washington Apple Education Foundation as the beneficiary of your life insurance policy.
Please review any wording with your own attorney or financial advisor.
For your advisors
- Legal name
- Washington Apple Education Foundation
- Address
- 2900 Euclid AvenueWenatchee, WA 98801
- Tax ID (EIN)
- 91-1638890
- Status
- 501(c)(3) nonprofit
Families who chose this
A legacy tied to the industry
61 memorial funds now carry the names of people who shaped Washington tree fruit — established by families, companies, peers and friends, and sending a student to school every year in that name.
- Memorial scholarships
Read the funds, and the people behind them — families, companies and colleagues have been establishing them with WAEF for more than thirty years.
A confidential conversation
Jennifer Witherbee
Executive Director
Please consider personally contacting the Foundation with your bequest wishes. Discussion will be held in strictest confidence.
Where to go next
Start the conversation
Email Jennifer about a bequest or a planned gift. Held in strictest confidence.
Talk with WAEFEstablish a named fund with its own criteria — now, or through your estate.
Create a scholarshipThe funds families have established in memory of a loved one.
Memorial scholarshipsHow WAEF is governed, funded and run.
Our storyQuestions