Senior & Assisted Living Advisor Throughout Illinois

Legacy Gifts to Elderwerks

 

You Can Support Elderwerks Without Impacting Your Current Lifestyle

Did you know that you can support Elderwerks by designating Elderwerks as a beneficiary in your estate planning? 

Think about transferring assets to Elderwerks that can be payable upon death. These can include bank investments, retirement, stocks, mutual funds, insurance or any other asset that you want to use to meet your charitable goals. 
  • You can offer a gift with your appreciated securities.
  • Make a gift that costs you nothing during your lifetime.
  • Designate Elderwerks and donate. 
  • If you need to preserve your assets, you can plan a gift that only takes effect after your other obligations are fulfilled through your Will or Trust.
  • You can give a gift from your retirement plan. Giving Elderwerks assets that are subject to double taxation will leave more for your family.
  • You can make a significant donation to Elderwerks by transferring ownership of a life insurance policy. This will provide an income tax deduction equal to the cash surrender value of the policy.
The benefits of choosing Elderwerks as a beneficiary in your estate planning:
  • You can make a gift that costs you nothing.
  • You can make a gift that doesn't touch your current finances and cash flow.
  • You can make a gift with assets that have appreciated to save on taxes. 
  • Charitable giving in your retirement plan may help your heirs avoid a large tax burden.
Elderwerks Educational Services appreciates your consideration.
 
EIN #46-0916476
If you would like to make a donation please click here. Thank you!

Contact Elderwerks

Finding assisted living or other types of senior care can be overwhelming and a time-consuming task. Elderwerks is a relationship-based company. We are dedicated to our families 24/7.

Contact Us

For your complimentary, individual consultation, or for help touring an assisted living community, call an Elderwerks Advisor today at 855-462-0100.

Newsletter

Our monthly Newsletter provides up to date information on new research, resources, and other items of interest to older adults and their caregivers.