Connections at Home Legacy Society, honors and celebrates planned giving contributions that benefit current and future generations of CAH patients and their families. As a member of CAH’s Legacy Society you will inspire others to be philanthropic. You will be an eternal champion of our mission knowing that you are making an impact in the lives of our patients their families. Making a planned gift means:
- Promoting a sustainable future for our work with elderly clients
- Reach more older adults to provide social services so clients’ care can be adequately coordinated
- Provide more computers so clients can be less isolated and interact more with their friends and families.
Philanthropists who have expressed their commitment to CAH with a planned gift are forever a member of the CAH Legacy Society. They have the benefit of knowing they are caring for clients and their families now and in the future. Gift options include:
- Bequests and Life Insurance: including CAH as a beneficiary in your will is easy, costs you nothing and allows you to memorialize your generosity while benefiting our clients and their families.
- Retirement Assets: You can make a gift of your unused retirement assets such as your IRA, 401(k), 403(b), pension or other tax-deferred plan. Consult your retirement plan custodian on ways to do this.
- Life Insurance: Make a gift to CAH today and purchase a life insurance policy with the income tax savings. Your children will receive the proceeds.
Donating stock, bonds, mutual funds or any type of marketable securities to CAH will enable you to make a big impact on the lives of our clients and their families while enjoying maximum tax benefits now.
There are several kinds of life income gift opportunities:
- Charitable Remainder Unitrusts: You establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a term of years. At the end of the term, the remainder of the trust assets go to CAH for the purposes you designate.
- Charitable Remainder Annuity Trusts: You establish a trust from which you and/or other beneficiaries receive annual payments of a fixed dollar amount for life and/or a term of years, after which the remainder of the trust assets pass to CAH for the purposes you designate.
- Pooled Income Funds: Your gift goes into an investment pool that functions like a mutual fund. Investment returns are paid to you and/or other beneficiaries for life, after which your gift is withdrawn and used to support your designated purpose at CAH.
OTHER TYPES OF GIFTS
- Charitable Lead Trusts: A charitable lead trust makes an annual payment to CAH for a period of years, and at the end of the term, the remaining assets go to your children or other beneficiary.