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Wills and Estates Estate gifts and bequests are the primary source for the Endowment Fund. They leave a permanent legacy demonstrating your concern for others. By reducing potential taxes, charitable giving as part of one's overall estate plan may also benefit your heirs. An endowment gift lives on, helping others now and in the future. While you might have no federal estate tax exposure, you may have exposure to estate taxes in the State of your domicile. If you are interested in discussing the possible advantages of an estate gift or bequest to the Foundation or for one of our three communities, please contact your financial planner or attorney to craft a plan consistent with your financial situation and wishes. If you do not have an attorney, please contact Robert Lancelotta, Director of Development, for a list of qualified attorneys who can assist you in estate planning. Robert Lancelotta
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Foundation at a Glance • Resident Supporting Fund • Endowment Fund • How to Help |
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