Gifts Anyone Can Make


Some gifts do not have to cost you anything today but support our mission in the future. These gifts include:

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.