Since our founding, individuals dedicated to our long-term success have set up planned gifts for our benefit. Some donors included us as a beneficiary of their will, retirement plan (401(k), 403(b), IRA, etc.) or life insurance policy while others added to our endowment to continue their annual support after they were gone. Each of these individuals believed in our mission and wanted to be sure we could continue to thrive and grow into the future. For this special group, we created the WISE & Healthy Aging Legacy Society. The Societyis open to all individuals who have named us in their long-term plans or created an endowment for
our benefit. Legacy Society members receive:
- Annual members reception
- Special gift memento
- Name listed in publications
- Name listed on donor recognition wall
- Special communications from President/CEO
If you are interested in learning more about the WISE & Healthy Aging Legacy Society, please contact us we would be happy to provide you with additional information.
Those considering a planned gift should consult their own legal and tax advisors. We would be happy to speak with your advisors as well.