Longtime residents know the value of a close-knit, safe neighborhood to raise a family. That's why some asked WOHA to create an easy way for them to include Whispering Oaks in their estate planning.
The Legacy Fund is a flexible way to insure Whispering Oaks remains one of San Antonio's most admired and desired communities for decades to come. Unlike the Capital Fund, this option allows the donor to underwrite specific needs or enhancements that will have a lasting impact. Family naming rights can even be awarded for major projects.
Donors are welcome to propose their own ideas, or become a Title Sponsor of a project already identified by the Board. The Legacy Fund enables the donor to select a community enhancement that reflects the joy their family found in Whispering Oaks and share it with future residents.
Once a goal is determined, WOHA will provide the donor with a document to include in their estate planning. Earmarking a gift to the community can be as simple as adding WOHA as a beneficiary on any account or asset. Modifying an existing will or engaging an attorney is not necessary in most cases. Commitments can remain no-obligation to give the donor peace of mind should their financial plans change.
To learn more about the Legacy Fund, simply request a confidential consultation with WOHA's Treasurer.