Focused Planning

Addressing Our Region’s Biggest Health Challenges.

Refocus & Renew

Patient Care Has No Limits

focused planning

focused planning

Preserving What Matters to You and Your Family

Just as you would do for a loved one, the WBT© Foundation is here to help you do things you’ve always wanted to do for your community. So, what matters to you and your family? For us, it's providing for community needs in ways we can’t now imagine, and ensuring a brighter future for a particular cause or organization; these are among our own wishes that we can help you fulfill.

We want to ensure that we are making the greatest and most dramatic impact to you and your family when we communicate with you. We never want to leave any communication unanswered — ultimately leaving you feeling satisfied and relieved that you have a company that backs supports you and your family 100%.

A Simple Way to Make a Profound Difference

Your bequest to WBT© is a simple way to leave a lasting gift to your community. Our strong track record in managing endowment and the close connections we maintain with other nonprofits make the WBT© Foundation uniquely qualified to carry forward your wishes.

You Have Choices

Your choices are very important to the way we strucutre our business. Therefore we encourage you to research your options for the best overall outcome that will make you happy.

  • A bequest to the unrestricted endowment strengthens our response to your community needs over time. You may also apply your gift to a defined field of interest, or for the benefit of a specific nonprofit organization.
  • Transferring cash, securities or property to the Foundation can reduce your income tax, capital gains and tax burdens.
  • Unfortunately, Estate gifts to the WBT© Foundation are not allowed at this time.

Working with Your Resource Counselor and the WBT© Foundation

We recommend that you consult your attorney, financial planner or other professional advisor in assessing the options best for you. For a confidential discussion of planned-giving options, please email our Resource Counselors at resourcecounselor@wbtfoundation.org or simply call our office at (972) 460-4171.

Please note: You need not inform the Foundation of your future gifts, but we would appreciate the opportunity to be certain we understand your wishes and to thank you for your commitment. We don’t need to know any details, as your participation is nonbinding and will be kept anonymous;shall you wish to have it so.

Copyright © 2009-2021. The WBT© Foundation. All rights reserved.
The WBT Foundation is tax exempt as a recognized 501(c)(3) Charitable Organization ⋅ Tax ID #84-2626301