Legacy Planning Table
What Do You Want Your Gift To Do—For You?
A successful gift – one that will benefit both you and WISE & Healthy Aging – starts with careful planning.
Planned giving combines an appreciation of WISE & Healthy Aging’s current needs and long-term goals with an inventory of your own financial, tax and estate planning objectives. The result is a gift that delivers more benefit to us than you thought you’d ever be able to provide, and at the same time saves you taxes and/or preserves your estate.
The following chart provides a quick reference to get you started in the planned giving process. It will help you match your goals with the possibilities offered by gifts in support of our mission.
Start Planning Your Gift Here:
No matter your personal planning need, there is a planned gift option which can help you achieve it. We stand ready to help you and your advisors find the best way to create your charitable legacy while meeting your own goals.For more information about planning your gift to WISE & Healthy Aging, just contact us:
By Mail
WISE & Healthy Aging Headquarters
1527 4th St., 2nd Floor
Santa Monica, CA 90401
By Phone or Email
(310) 394-9871
giving@wiseandhealthyaging.org