Leave a Legacy
Whether or not you write your memoir, in the end, you are remembered by your acts of kindness and generosity, for the lives touched and by the causes you advance. You can partner with Elder Care Services to improve the quality of life for seniors with a planned gift or by establishing an endowment in your name or in the name of a loved one.
Gift By Will
Your will or trust is the ultimate way to show your commitment and care for the causes and people that matter to you the most. By including Elder Care Services in your will, you can leave a lasting legacy of generosity that will support seniors in our community for generations to come. Your gift will ensure that Elder Care Services can continue to provide vital programs and services for seniors, even beyond your lifetime.
You can make a bequest in your will to Elder Care Services, Inc. in the same way that you provide for family and individuals. There are four basic types of bequests:
- Specific Bequests: A specific bequest allows you to leave a meaningful item or sum of money to Elder Care Services, ensuring that your gift will be used to support the programs and services you care about the most.
- Percentage Bequests: With a percentage bequest, you can give a fixed percentage of your estate to Elder Care Services, making it an easy and flexible way to support seniors in our community.
- Residual Gifts: A residual gift is a powerful way to leave a lasting impact on Elder Care Services. By designating a percentage of your estate after other bequests and expenses have been paid, you can guarantee that your loved ones will be taken care of and help ensure that our programs and services can continue to thrive for years to come.
- Contingent Bequests: Life is unpredictable, which is why a contingent bequest can provide peace of mind. By designating a secondary beneficiary in the event that your primary beneficiary passes away before you, you can rest assured that your legacy of support for Elder Care Services will live on.
Any bequests to Elder Care Services should be worded:
I give and bequeath and devise to Elder Care Services, Inc., a 501(c)(3) non-profit corporation organized under the laws of the State of Florida and located in Tallahassee, Florida, or its successor organization, _________ percent (_____%) of my estate OR the sum of $_________________ OR all my right, title, and interest in the following described property: _______ OR all rest, residue, and remainder of my estate to be used for the following purposes: ____________________.
If you have already included Elder Care Services in your will, please let us know. Knowing not only helps us plan for the future, but also gives us an opportunity to thank you for your gift, give you proper recognition, and learn more about your intended impact.
The proceeds of your legacy gift will be distributed to Elder Care to help us fulfill our mission. Unless anonymity is requested, Elder Care will recognize the donor or an honored loved one in our annual report. The advantage of an Endowment Gift is that the principal remains or increases in the trust and a guaranteed 5% transfer from the interest earnings is annually available to the agency. The gift, especially if it is a memorial gift, will continue to give and be recognized without additional effort.
IRA Charitable Rollover
If you are 70.5 years old or older you can make contributions directly through your IRA. You are allowed to transfer up to $100,000 a year to charities. This transfer of funds will not count as taxable income and will count toward your minimal distribution requirements. Contact your Plan Administrator to set up a rollover or contact Nicole Ballas at Elder Care Services for more information.
Other forms of giving include:
- Marketable Securities
- Real Estate
- Life Insurance
- Charitable Remainder Trust
- Charitable Gift Annuities