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
- 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
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.