Planned Giving: Wills, Trusts and Annuities

By making a planned gift, you can make a significant contribution to the Health in Aging Foundation to support some of our major initiatives. Gifts can include cash, appreciated securities, real estate, personal property, IRAs and retirement plans, and life insurance.

How do I leave a bequest to the Health in Aging Foundation?

You may wish to name the Health in Aging Foundation as a beneficiary of a percentage your estate, or name a specific dollar amount or a particular asset. If applicable, your estate is entitled to a tax deduction for the full value of your bequest.  Your attorney will discuss with you all of your options and the best way to realize your goal of supporting the Health in Aging Foundation.

If you wish to include a bequest to the Health in Aging Foundation in your will or trust, we suggest sharing the following language with your attorney:

The Health in Aging Foundation is a non-profit, tax-exempt 501(c)(3) organization incorporated by the laws of the State of New York, located at 40 Fulton Street, New York, NY, 10038.

Planning for the Health in Aging Foundation Through Beneficiary Designations

Many estate assets may be transferred outside of your will. These include qualified bank and brokerage accounts, retirement plan assets, and the proceeds from life insurance policies. You may name the Health in Aging Foundation as a beneficiary of these assets, or as a contingent beneficiary in the event that the loved one you named as primary beneficiary is no longer living at the time of your death.

 

We welcome the opportunity to talk with you about our initiatives and to learn more about areas of support that might hold particular interest for you.

Please feel free to contact us at
(212) 822-3574.