Bequests and Life Income Gifts

Gifts from your estate enable you to give to Hebrew SeniorLife in a unique and lasting way.

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Make an Impact

Making a gift through your estate, a charitable gift annuity, or an IRA can have huge benefits for you and for Hebrew SeniorLife at the same time.

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

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

Want to find out more about the benefits of planned giving?

Download Our Charitable Gift Planning Guide

Create a Legacy

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Bequests

A charitable bequest, made in your will or other estate documents, enables you to provide Hebrew SeniorLife with future support without reducing your current income; types of bequests include cash from your estate, gifts of assets, and beneficiary gifts from a retirement plan.

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Charitable Gift Annuities

When you establish a charitable gift annuity to benefit Hebrew SeniorLife, your gift will provide you with an attractive fixed rate of return and tax benefits. There are two types of gift annuities: With immediate CGAs, payments begin immediately. With a deferred CGA, payments begin on a specific date in the future. The longer the deferral, the higher your annuity rate. It’s an easy way to benefit from a tax deduction while knowing your gift is also helping seniors lives their best lives.

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Gifts of Assets

Many assets, such as stocks, bonds, or real estate, can be used to make a gift to Hebrew SeniorLife. Giving stock is easy, plus it has an added tax benefit: you will receive a charitable tax deduction for the full value of the stock, and you will not pay income tax on any of the capital gains.

What People are saying about Hebrew SeniorLife

  • "One reason we gave [a bequest] to Hebrew SeniorLife is because it’s an organization that takes care of older people, who often in our society are less recognized than in other cultures. We’d like to have a positive impact."

    Larry and Lois Ruttman