At Guardian Angels, every act of kindness helps us care for more people in meaningful ways
Planned giving offers you the opportunity to extend that care far into the future, supporting the programs and services you value most while also creating potential financial benefits for you and your loved ones. This guide offers a straightforward overview of giving options, allowing you to select the approach that best aligns with your goals and values.
Planned Giving Opportunities
Thank you for considering a gift to Guardian Angels Senior Services. Your gift, large or small, will be used to support the exceptional housing, services, and programs that we offer the seniors in our communities.
Bequest in a Will or Living Trust
How It Works
Include Guardian Angels in your will or trust for a specific amount, percentage, or remainder after other distributions.
Benefits
- Reduces taxable estate.
- May lower estate taxes for heirs.
- Easy to update if plans change.
Beneficiary Designations
Name Guardian Angels as beneficiary for:
- Retirement accounts (IRA, 401(k), 403(b))
- Life insurance policies
- Bank or investment accounts (POD/TOD)
Benefits
- Avoids income tax on retirement assets passed to heirs.
- Removes asset from taxable estate.
- Can be updated without revising will.
Donor-Advised Fund (DAF)
How It Works
Contribute to a DAF and recommend Guardian Angels for grants over time.
Benefits
- Immediate income tax deduction.
- Funds grow tax-free until granted.
- Opportunity for family involvement in giving decisions.
Gifts of Appreciated Stock or Real Estate
How It Works
Donate long-term appreciated securities or property directly to Guardian Angels.
Benefits
- Charitable deduction for fair market value.
- Avoids capital gains tax.
- Reduces taxable estate.
Charitable Remainder Trust (CRT)
How it Works
Place assets in a trust today or through your estate that pays income to you or loved ones for life or set years, with the remainder to Guardian Angels.
Benefits
- Partial charitable deduction at setup.
- Avoids capital gains tax on appreciated assets.
- Reduces estate taxes.
Charitable Lead Trust (CLT)
How It Works
Trust provides income to Guardian Angels for a specified term, after which the remaining assets are returned to the heirs.
Benefits
- Reduces or eliminates gift/estate taxes.
- May offer income tax deductions depending on trust type.
