Gifts Anyone Can Make
Some gifts do not have to cost you anything today but support our mission in the future. These gifts include:
Naming WISE & Healthy Aging as a beneficiary of your will or living trust (see sample language)
Naming WISE & Healthy Aging as a beneficiary of your qualified retirement plan (IRA, 403(b), 401(k), etc.) (see sample language)
Naming WISE & Healthy Aging as a beneficiary of your life insurance policy (see sample language)
How It Works
Name WISE & Healthy Aging in your will, codicil to your will, living trust or as a beneficiary of your retirement plan, life insurance policy or donor-advised fund
Designate your gift for a particular purpose that is important to you, or allow us to use the gift where the need is greatest at the time it matures
Indicate a set amount, a percentage or the remaining balance to benefit our mission
Benefits
Your assets remain in your control during your lifetime
You can modify your gift at any time to address changing circumstances
You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended)
Under current federal tax law there is no upper limit on the estate tax deduction for your charitable gifts
Contact Us
If you are interested in learning more about a WISE & Healthy Aging planned gift, please contact us. We would be happy to provide you with additional information and options.
Those considering a planned gift should consult their own legal and tax advisors. We would be happy to speak with your advisors as well.