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:
Brethren Foundation (Indiana)
Charitable Consultant Everence®
717-653-6662 Ext. 4494
Would you like to talk with a financial planner or attorney about your options?
Brethren Village has put together a list of local and regional professionals that are available to discuss options that make the most sense for you and your family. Click on the list for more details. You may also click below for free articles that have been submitted by the professionals listed.
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People like you have already done this!
“We’re winning on both accounts!”
Earl and Vivian Ziegler knew that they wanted to give to support Brethren Village’s ministry. Vivian’s mother lived at Brethren Village and both Vivian and Earl appreciated the special care she had received. When they learned that they could have Brethren Village as the beneficiary of their Charitable Gift Annuity, it was an easy decision.