Planned Giving
Your Legacy. Our Shared Future.
A planned gift is a way to ensure our vital work serving individuals with intellectual and/or developmental disabilities (I/DD) continues for generations to come. By making us a part of your long-term plans, you create an enduring legacy that protects our ability to continue that mission.
Discover how you can make a lasting difference.
A charitable bequest is a simple yet powerful way to support our work. By including Evergreen Life Services in your will or living trust, you retain full control of your assets during your lifetime. This gift is realized only after your lifetime needs have been met.
Designating Evergreen Life Services as a beneficiary of a retirement plan (IRA, 401(k), 403(b), life insurance policy, or bank/brokerage account) is a flexible and straightforward option. You can designate any percentage of the assets to Evergreen, and these transfers occur outside of the probate process.
Donating appreciated stocks, bonds, or mutual funds directly to Evergreen is one of the most tax-efficient ways to make a gift. This strategy allows you to potentially eliminate capital gains tax on the appreciated value while claiming a charitable deduction for the security’s full fair market value.
A gift of real estate, such as a primary residence, vacation home, commercial property, or undeveloped land, can provide a significant contribution to our mission. This type of gift offers multiple financial benefits, including a fair market value tax deduction, avoidance of capital gains tax, and elimination of ongoing property expenses.
A gift annuity allows you to make a gift to Evergreen Life Services while securing a fixed income stream for life. In exchange for a transfer of cash or securities, Evergreen provides you with guaranteed payments. The payout rate is determined by your age. You receive an immediate income tax deduction, and a portion of each payment may be tax-free.
Charitable trusts are sophisticated planned giving vehicles that offer significant flexibility and tax advantages. Typically suited for substantial gifts ($500,000+), these instruments are drafted by an attorney and can provide an immediate tax deduction and a lifetime income stream to you or your beneficiaries.
An existing life insurance policy that is no longer needed for its original purpose can be repurposed as a meaningful charitable gift. By transferring ownership of a policy with cash value to Evergreen Life Services, you can receive an immediate income tax deduction and make a tax-wise contribution to our cause.
Questions? Contact Cathey Crow at [email protected]
Disclaimer: The information provided is for educational purposes only and is not intended as legal or financial advice. We encourage you to consult with your attorney or financial advisor to determine the best giving strategy for your personal circumstances.
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