Legacy Planning Table

What Do You Want Your Gift To Do -- For You?

A successful gift – one that will benefit both you and WISE & Healthy Aging – starts with careful planning.

Planned giving combines an appreciation of WISE & Healthy Aging’s current needs and long-term goals with an inventory of your own financial, tax and estate planning objectives. The result is a gift that delivers more benefit to us than you thought you’d ever be able to provide, and at the same time saves you taxes and/or preserves your estate.

The following chart provides a quick reference to get you started in the planned giving process. It will help you match your goals with the possibilities offered by gifts in support of our mission.

Start Planning Your Gift Here

If Your Goal Is To:

Your Best Option Is:

Your Benefits Will Be:

Support our future without affecting your cash flow or portfolio

Name WISE & Healthy Aging as a beneficiary of your will or living trust

Retain control of your assets during lifetime and receive an estate tax charitable deduction

Avoid double taxation on IRAs or other retirement plans while supporting our mission

Name WISE & Healthy Aging as a beneficiary of your retirement plan; save taxes and leave other assets to family

Eliminate income and estate taxes on your retirement plan; free up other assets to pass to your heirs

Utilize an overlooked asset to provide substantial support to WISE & Healthy Aging

Donate a life insurance policy you no longer need; name us as the beneficiary on an existing policy

Increase your ability to support us without affecting your lifestyle

Make the simplest, current donation

Give by check, debit or credit card

Receive an income tax charitable deduction and make an immediate impact at WISE & Healthy Aging

Leverage more generous support toWISE & Healthy Aging — and avoid capital gains liability

Donate appreciated stock, bonds or mutual funds held longer than one year

Buy low and give high – “tax-wise” support that provides you with capital gains tax avoidance and an income tax charitable deduction

Use collectables to support the mission of WISE & Healthy Aging

Donate a collection related to our charitable mission

Receive an income tax charitable deduction for the value of the gift and avoid tax on any gains

Tap one of the most valuable assets in your portfolio to support WISE & Healthy Aging

Donate real estate

Avoid capital gains tax, receive an income tax charitable deduction, and remove a large asset from your taxable estate

Continue to use your home or vacation home while also using it for a charitable gift

Gift subject to a retained life estate

Continued use of the property for your lifetime, current income tax charitable deduction, removal of the property from your estate so your heirs don’t have to sell it


No matter your personal planning need, there is a planned gift option which can help you achieve it. We stand ready to help you and your advisors find the best way to create your charitable legacy while meeting your own goals.

For more information about planning your gift to WISE & Healthy Aging, just contact us:

WISE & Healthy Aging Legacy Society

Individuals who include WISE & Healthy Aging in their estate plans are eligible for membership in the exclusive WISE & Healthy Aging Legacy Society. Society members have named WISE & Healthy Aging as a beneficiary under their will, living trust, retirement plan or planning documents or set up an endowment for our benefit. Benefits of membership include invitations to special events and educational seminars, an annual members’ reception, a memento gift of appreciation, listing in various publications, and special communications from the President and CEO.