Planned Giving

Planned Giving: Create a Legacy That Lasts

Planned giving is a powerful way to support the causes you care about while achieving your personal, financial, and philanthropic goals. With thoughtful planning, your legacy can continue making a difference for generations.

What Is Planned Giving?

Planned giving involves integrating charitable giving into your overall financial or estate plan. It typically includes gifts made through:

  • Wills or living trusts (bequests)
  • Retirement plans or IRAs
  • Life insurance policies
  • Charitable gift annuities
  • Charitable remainder or lead trusts
  • Real estate or other appreciated assets

These options may offer tax benefits, support your loved ones, and leave a lasting impact on the mission you value.

Why Make a Planned Gift?

  • Create a lasting legacy that reflects your values.
  • Support the future of our programs and services.
  • Enjoy potential tax benefits or income for life.
  • Give in a way that fits your financial circumstances.

Popular Ways to Give

Bequests

Name our organization in your will or living trust. You can designate a specific amount, a percentage of your estate, or the remainder after other obligations.

Retirement Assets

Name us as a beneficiary of your IRA, 401(k), or other retirement plan. This can be a tax-efficient way to give, as these assets can be heavily taxed if left to heirs.

Life Insurance

You can name us as a beneficiary of an existing policy or donate a policy you no longer need.

Charitable Gift Annuities or Trusts

Receive income for life while supporting our mission. These tools provide regular payments to you or your loved ones and can reduce capital gains or estate taxes.

We’re Here to Help

Have questions? Want to talk confidentially about your options? Contact our planned giving team today:

Kristen Reinertsen
Phone: 516-333-0048
Email: kreinertsen@oldwestburygardens.org