Make Your Mark: Leave a Legacy
By including the Crawford County Commission on Aging (COA) in your estate plans, you can help ensure that our mission of advocating and promoting the well-being and independence of older adults endures long after you’re gone. Here are a few ways you can gain tax or estate benefits while also supporting the COA. If you’re not sure where to start, we encourage you to consult with an attorney or financial advisor to determine the best option for you.
Bequest
You can designate a specific amount or percentage of assets that you would like to leave to COA as part of your will or trust and your gift will be exempt from federal estate taxes.
Retirement Plan Beneficiary
You can name the COA as a beneficiary of an IRS, 401(k) or 403(b). A change of beneficiary form is required from your plan administrator.
Life Insurance Beneficiary
You can assign a charitable organization as the beneficiary of your life insurance policy which can provide tax benefits while helping to sustain arts and culture.
Charitable Trusts
Charitable Remainder and Charitable Lead Trusts allow you to designate and split your assets in the way that best fits your wishes.
By making a legacy gift, you’re supporting the Commission on Aging’s work to ensure that every older adult is taken care of in our community. Your generosity will ensure everyone receives a meal, in-home services and the advocacy needed to support the needs of older adults in our community.
Charitable Trusts
Charitable Remainder and Charitable Lead Trusts allow you to designate and split your assets in the way that best fits your wishes.
By making a legacy gift, you’re supporting the Commission on Aging’s work to ensure that every older adult is taken care of in our community. Your generosity will ensure everyone receives a meal, in-home services and the advocacy needed to support the needs of older adults in our community.
For more information on giving opportunities, please contact Director, Alice Snyder at (989) 348-7123.
