Planned Giving

Consider leaving a lasting legacy with Planned Giving

Planned gifts come to Saint Anne Communities at a later time, after your passing, or the passing of your last-named beneficiary. Planned gifts take many forms, including providing additional income, reducing income and estate taxes, relieving you and your heirs of complicated financial-management responsibilities, and helping to fulfill your charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance. Please be certain to specify Saint Anne Communities so your gift is not misdirected.

Bequests by Will

A bequest by will is one of the simplest planned gifts. You can designate either a specific dollar amount or a percentage of your estate after other disbursements. A bequest can also reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.

Life Insurance

You can choose to make Sain Anne Communities the beneficiary of life insurance, which is tax deductible at the time of the gift. If you continue paying the premiums, they also are deductible as charitable contributions. If you give a paid-up policy, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.

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