All of us would like to leave a legacy for those we love. Whether we’re handing down life lessons or tangible heirlooms, it is important to share a piece of ourselves with the next generation. These legacies offer us a way to be remembered and the opportunity to set examples for others to follow.
Senior Concerns would be privileged to be a recipient of your legacy. How? Simply arrange for a planned gift through your estate planning. There are many types of planned gifts that will not only support Senior Concerns but can also provide you with benefits. You may receive a guaranteed additional lifetime income, significant tax benefits, and or charitable income tax deductions.
Naming Senior Concerns as a beneficiary in your will or living trust is the easiest form of planned giving. You may also name us as a beneficiary or percentage beneficiary of your life insurance policy or retirement plan. If you are interested in lifetime income and have cash, appreciated securities, or real estate to donate, explore the idea of a Charitable Gift Annuity or a Charitable Remainder Trust.
Contact Carol Freeman, President of Senior Concerns to discuss how Senior Concerns can help you achieve your financial and charitable goals and help you make a difference for the future. By the way if you have already named Senior Concerns as a beneficiary would you be kind enough to let us know so we can a proper and grateful thank you.
