Estate, Trust, and Planned Giving

There are many different ways to make a gift to the Wapello County Foundation to improve your community. Listed below are several planned giving options that you can consider with your personal circumstances. You should always consult with your own financial advisor, attorney, and tax professional.

To assist you in determining the best way for you to give, please consider reviewing the donor information and advisor toolkit provided to contributors to the Wapello County Foundation as an affiliate of the Greater Cedar Rapids Community Foundation.

If you would like to make a planned gift, please contact the Wapello County Foundation at (641) 954-5782.

Cash or Credit

Cash, usually in the form of a check or credit card is a convenient way to give. If you itemize your deductions on your federal income tax return, you may be able to take a charitable gift deduction for the amount of your gift.

Memorials and Honors

Gifts can be made in memory or honor of a loved one. These gifts are directed to the Wapello County Foundation to support community needs. You can designate a memorial via our contribution forms or online:

Other Donations

You can transfer ownership of appreciated stocks, bonds, or mutual funds to the Wapello County Foundation. You can also make an outright gift of real estate to the Wapello County Foundation. Under certain circumstances, you may be able to avoid paying capital gains tax on the appreciation of the property value of your gift. If you are considering this type of gift, please contact the Wapello County Foundation for more information.

Beneficiary Designation of a Retirement Asset

You can consider making a charitable gift by designating the Wapello County Foundation as a beneficiary of an IRA, annuity, or other retirement plan. One advantage of this gift is that you retain the flexibility to change the designation during your lifetime, should your estate planning needs change.

Specific Bequest

You may choose to make a specific bequest to the Wapello County Foundation through your Will or Trust. You may be able to designate your bequest for a specific purpose; to do so, please contact the Wapello County Foundation for more information.

Life Insurance

You may designate the Wapello County Foundation as a beneficiary of a life insurance contract. This allows you to retain the flexibility to change the beneficiary if your family or estate planning needs should change.

If you wish to designate the Wapello County Foundation as a beneficiary or make a specific bequest to the Wapello County Foundation, please designate:

Wapello County Foundation, a non-profit corporation, located in Ottumwa, Iowa

Our Federal Tax ID Number is: 42-1212642

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Main Street Ottumwa is thankful to have the support of the Wapello County Foundation. Their partnership allows MSO to better fulfill our mission by funding projects and programs which would not be possible without assistance. We, and other organizations in Wapello County, are fortunate to have the foundation to make our community a better place.
Fred ZesigerExecutive Director, Main Street Ottumwa

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Funds from the Wapello County Foundation have made a significant impact on the learning environment in Ottumwa. In a community where many of our families are eligible for the federal free and reduced lunch program, these funds have a direct impact on participation in activities.
Kim HelligeCommunity Programs, Ottumwa Schools

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I am thankful for our partnership with the Wapello County Foundation. The foundation has partnered with Cardinal on a number of projects have that improved student safety and access to technology. We would not have been able to purchase these items without the support of the foundation.
Joel PedersenSuperintendent, Cardinal Schools

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The Wapello County Foundation is a critical resource for the continued well-being of our local arts community. Its funding of projects and equipment for arts organizations has played a vital role in making the arts available to every single constituent of Wapello County.
Dennis WillhoitExecutive Director, Southeast Iowa Symphony Orchestra