Why do people like making planned gifts?
Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.
There are some other exciting but less common gifts — scroll down to learn more!
Popular gifts for the future
See what types of gifts many people choose to make. Many people make these to honor a loved one, to show what’s important in their life.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.
Stocks and securities
Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.
Cryptocurrency
Donate Bitcoin, Ethereum, and more to save on taxes and make a big impact.
Qualified Charitable Distributions
Use your IRA to make tax-free gifts that benefit you and our mission.
Please let us know if you’ve already included us in your estate plans!
Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be.
Your planned gift keeps on giving
Lifespan helps older adults and caregivers take on the challenges and opportunities that come with longer life. We offer more than 30 services as a regional nonprofit. Lifespan is a trusted source of unbiased information, guidance and advocacy. We also provide training and education for allied professionals in the community.
Catherine’s story
When my mom had a stroke, I moved back home to care for her. I didn’t know where to turn for help. Everyone told me to call Lifespan. A wonderful social worker there connected me with rehab facilities for mom, free home modifications like handrails in the shower to help mom stay safe, and even a volunteer to come and help mom with her everyday finances. We are so grateful for Lifespan! That’s why I donate each month to this great organization. I want Lifespan services to be there for all older adults and caregivers who need help now, and in the future.
Frequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes. You are always free to revise or update your estate plans.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Diana Palotas
Title :Director of Development
Phone: 585-287-6382
Email: dpalotas@lifespan-roch.org
Already included us in your estate plan? Let us know