Planned Giving Overview

There are so many ways to support WISE & Healthy Aging that can provide significant financial benefits to you and your heirs. In these planned giving sections, you will discover tax saving and other financial benefits about making gifts from your estate to your loved ones, as well as to WISE & Healthy Aging. We know that you will find this new resource extremely valuable and helpful. Please take your time and explore our site. Learn about:

(Click the links below to read more about each item)

• Create Your Own Legacy

• Gifts that cost you nothing out of pocket today

• Gifts that can save you up to 70% in taxes

• Gifts that pay you income for the rest of your life

• Donate a life insurance policy and receive income for life

• How your gift can do more for you

We have strategies for making gifts to WISE & Healthy Aging that can provide you with an income for life, and at higher rates than are currently earned in the financial marketplace. Explore how to make gifts using non­ cash assets such as real estate, stock, and life insurance and how to make gifts that benefit someone other than you.

Discover the Benefits of Giving Wisely

Since 1973, WISE & Healthy Aging has been dedicated to serving our mission of enhancing the independence, dignity, and quality of life of older adults through advocacy, leadership, and innovative services. Each year, we provide direct service to 9,000 seniors, serve over 30,000 hot lunches, responded to 2,500 request for information and referrals, investigated over 2,000 cases of elder abuse and neglect, coordinated over 22,000 transportation trip for almost 800 seniors, engaged over 300 volunteers who provided over 3500 hours of service, assisted 1,000 seniors with benefits enrollment, filed 4,000 tax returns for older adults, provided day care to 150 elders most of who suffer dementia and 50 support groups to family member caregivers. Help us support thousands of seniors each year and, at the same time, meet your financial needs for your lifetime and those of your loved ones through a "planned gift. "Through a bit of easy planning, you, your family and WISE & Healthy Aging, all can benefit.

Contact Us

If you are interested in learning more about a WISE & Healthy Aging planned gift, please contact us we would be happy to provide you with additional information and options. Those considering a planned gift should consult their own legal and tax advisors. We would be happy to speak with your advisors as well. 

WISE & Healthy Aging Tax Identification Number: 95-2788014