Planned Giving

Create a Legacy that helps generations of older Americans age well.

There are many advantages to making a planned gift. With thoughtful planning, you can make a larger contribution than you may have thought possible, creating an even greater impact and ensuring that America's older adults have the opportunity to age with dignity, security, and good health. At the same time, you may benefit from charitable income deductions, estate tax savings, and the ability to avoid capital gains taxes.

Some of the most common ways to make a planned gift include:

• Bequests via will or trust
• Beneficiary designations
• Donor advised funds (DAFs)

For more details on each of these options, please visit our How to Give page.

Which option is right for you depends on your personal circumstances and the planning goals for both you and your family. We would be honored to help you explore the possibilities. Contact us today to learn more about how you can make a lasting impact through your planned gift.