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With a bequest to Hebrew SeniorLife, you’re creating a future where each generation of seniors is healthier than the last.

Bequests and life income gifts help you plan for the future, increase your income, and give to others in a unique and lasting way. The options can be tailored to your age, assets, and vision for giving.

By planning your estate and legacy, you can:

  • Give a personally significant gift to Hebrew SeniorLife
  • Save on gift and estate taxes
  • Reduce or avoid capital gains taxes
  • Pass assets on to family members at reduced tax costs
  • Receive income for life

Read why others have chosen to name Hebrew SeniorLife in their wills or estate plans.

Your options include:

Bequests

You can designate a bequest, also known as an estate gift, to Hebrew SeniorLife through a will or trust.

Life Income Gifts

Your life income gift is invested to pay you (or the person you name) income for life, then the gift principal is transferred to Hebrew SeniorLife to be used as you have directed.

Charitable Lead Trusts

A charitable lead trust can be used to transfer assets to children or others at a significantly reduced tax liability. The tax savings from a charitable lead trust may allow you to provide significant support to Hebrew SeniorLife at little or no cost to your heirs.

Gifts of Assets

You can use many types of assets – including stocks, bonds, art or real estate – to make a planned gift to Hebrew SeniorLife.

Learn more about these options by downloading the Hebrew SeniorLife Charitable Gift Planning Guide: A Reference Tool for You.

Join the Legacy Society

The Legacy Society recognizes the generosity of people who are helping to preserve and ensure a bright future for seniors by including Hebrew SeniorLife in their estate plans.

The Legacy Society was established to honor and recognize donors for making gifts in wills or revocable trusts, income-producing gifts, testamentary retirement account fund gifts, life insurance gifts or real estate gifts that will benefit the future of our organization. The annual Legacy Society luncheon honors our members and welcomes those who have recently joined.

However you choose to give, your gift will change a senior’s life. We are deeply grateful for your kindness and generosity. For more information, please contact:

Teresa V. Lisek
Director of Major Giving and Planned Gifts
(617) 971-5788
TeresaVLisek@hsl.harvard.edu