Leaving A Legacy

Senior Solutions is partnering with the Vermont Community Foundation to provide more options for making a gift that will live on in the lives of others.

A planned gift allows you to integrate your charitable, family and financial goals.

Taking care of children and grandchildren is a priority for most of us. We also can take care of the organizations and causes we care about. There’s no better way to thank the people or organizations that have had an impact on your life or the lives of elders in our community than to make a contribution from your estate. Charitable giving is not only for the wealthy. Gifts of any size can make a difference!

There are simple and inexpensive ways to make a planned gift:

Make a Bequest in your will. A bequest in your will is the easiest and most common method of making a planned gift. The following language could be used in making such an unrestricted bequest:

“I hereby give and bequeath the sum of ________ dollars (or ______ percent of the residuary portion of my estate) to the Council on Aging for Southeastern Vermont, d/b/a Senior Solutions, for its general charitable use and purposes.”

Other options. You may make a gift of life insurance, name Senior Solutions as a beneficiary of your IRA or retirement plan or make a gift of tangible personal property or real estate.

Introducing the Vermont Community Foundation Planned Giving Partnership

Senior Solutions is pleased to announce that it has entered into a Planned Giving Partnership with the Vermont Community Foundation. Gifts established through this option are held and managed by the Vermont Community Foundation. Their staff is available to work with you and handle all administrative and tax reporting details. Options for gifts include annuities and trusts that can provide you with income during your lifetime.

Please contact us to learn more about your options for making a planned gift.

A Senior Solutions representative is available to meet at your convenience to discuss your wishes and needs. Many options are available, including special designated funds and funds maintained through the Vermont Community Foundation.  We recommend that you consult with your own attorney, accountant and financial advisors to determine which planned gift options are appropriate for you.