“The greatest legacy one can pass on to one's children and grandchildren is not money or other material things accumulated in one's life, but rather a legacy of character and faith.” – Rev. Billy Graham
As we age, we must think of the future for our children and what will take place when we are gone. Too many seniors have nothing to leave others, and not even enough money for proper food. A gift given through your estate can make a huge difference and help create a caring legacy in your name.
Please consider the following options when including Senior Connections in your wills and trusts:
- Stock Donation – by giving securities, your estate pays no capital gains tax on the increased value of the stock. If you wish to give stock during your lifetime, you will receive a tax deduction based on the full-market value of the stock at the time of the gift.
- Make A Bequest – You can name Senior Connections in your will, living trust, life insurance policy, or retirement plan. You can name a specific amount, real estate or a percentage of your assets.
- Charitable Remainder Trust – We can help you determine ways you can donate to Senior Connections now while still receiving income and tax benefits through a trust for life or a term of years.
To set up an appointment to discuss your planned giving options for Senior Connections, please email firstname.lastname@example.org. A experienced team member will be happy to meet with your and/or your financial advisors.