Other Planned Giving Solutions
Bequest in a Will or Trust
The most common and simple way to make a lasting impact. You can include AgeSmart in your will or trust by designating:
- A specific dollar amount
- A percentage of your estate
- A particular asset (such as property or stocks)
You can also name AgeSmart Community Resources as a contingent beneficiary, ensuring your intentions are honored even if circumstances change.
Life Income Gifts
A gift that gives back. Life income gifts, such as a Charitable Remainder Trust (CRT), provide you or a loved one with income for life. After your lifetime, the remaining balance supports AgeSmart’s mission.
These gifts often come with tax benefits, such as income tax deductions and reduced estate taxes, while providing you with dependable lifetime income.
These gifts often come with tax benefits, such as income tax deductions and reduced estate taxes, while providing you with dependable lifetime income.
Donor-Advised Fund (DAF) Beneficiary
If you have a Donor-Advised Fund, you can easily include AgeSmart in your long-term charitable plans.You may:
- Recommend a grant from your DAF today
- Name AgeSmart Community Resources as your final beneficiary
