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

There are a number of options for planned giving. Not sure which is right for you? We're happy to have a conversation.

Contact Us

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


Gift Planning Guide

Not sure what the difference is between bequests, charitable remainder trusts, charitable annuities, and more? Download our Gift Planning Reference Guide with descriptions, tax advantages, and benefits for each choice.

Download the Guide

Create a Legacy

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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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Charitable Remainder Trust

A Charitable Remainder Trust is a gift of cash or other property to an irrevocable trust. You receive an income stream from the trust for a term of years or for life and Hebrew SeniorLife receives the remaining trust assets at the end of the trust term.

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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.

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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.