Your planned gift is your legacy.

You likely already give. Planning for a future gift gives you the peace of mind that your giving will be remembered. Make a gift in the future that honors your commitment to caring and provides you with benefits. Benefits might include saving taxes for your heirs, or you may receive income for life. Maybe you will benefit by knowing that you have access to your assets while you might need them.

Here’s how it could work for you:

    • Keep your assets while you are alive, including Brethren Village in your will is simple. You can designate a specific amount or a percentage of what is left. When you no longer need it, your contribution will support the Good Samaritan Fund or Endowment (based on your preference). You will need to have an attorney to create your will.
    • Make Brethren Village beneficiary of your life insurance policy or IRA. Whether you make Brethren Village a primary or secondary beneficiary, you will retain use of the asset while you need it. You may save your estate or heirs significant taxes if you give your IRA to a charitable organization. You can make Brethren Village beneficiary of your life insurance or IRA anytime without consulting an attorney.
    • Receive guaranteed income for life. A charitable gift annuity provides you with guaranteed income for your life, and usually at a higher percentage than a CD or bank account. Plus some of the income may be tax free. It’s easy to start a Charitable Gift Annuity with one of Brethren Village’s trusted partners:
Daniel Radcliff
Eder Financial
Director of Organizational Investing
Director of Deferred Gifts
(847) 622-3363
Elyse M. Kauffman, MBA
Charitable Consultant Everence®
717-653-6662 Ext. 4494