Legacy Giving
ARBOR HOSPICE LEGACY SOCIETY
Making a legacy gift to The Arbor Hospice Foundation is a great way to ensure income for your beneficiary, achieve tax benefits and help make certain that quality hospice care is available to our community for the future. Regardless of the amount, a legacy gift has the power to change lives for generations to come.
What to consider
Arbor Hospice would be honored to be included in your long-range plans. When thoughtfully considered, a legacy gift can enhance your own financial well-being while making a difference for those facing a terminal illness. There are a range of options that can provide immediate benefits, such as increasing current income or providing additional retirement income while reducing income and estate taxes. Some types of gifts can virtually eliminate estate taxes, while others can greatly reduce the amount of tax you are responsible for during your lifetime.
Gift planning possibilities:
- A gift of appreciated assets, such as stocks or securities
- A bequest to The Arbor Hospice Foundation in your existing will or living trust
- Naming The Arbor Hospice Foundation as a beneficiary on your life insurance policy, retirement plan, or IRA
- A donor-advised fund with your community foundation
- A charitable remainder trust, which may benefit you, your family and friends, and The Arbor Hospice Foundation
Bequest designations in a will, revocable trust, insurance policy or retirement plan are generally revocable and may be changed during your lifetime; however, certain trusts are irrevocable, and funds may not be returned once transferred.
For more information about including Arbor Hospice in your estate plan, please call Emily Olson, Director of Philanthropy for Arbor Hospice, at 734.794.5147 or emolson@hom.org.