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Senior Source Resource Guide May 2012 – April 2013 a publication of Senior Services of Snohomish County
Leave a Legacy and Help Seniors in Snohomish County
Dear Friends of Senior Services In a perfect world, every older adult would have nearby relatives or neighbors to make regular visits, prepare meals, make small home repairs or take them to the store. But too many seniors in Snohomish County have no such support system. They are isolated and alone. We have a vision in which older adults, people with disabilities, and those who care for them will have access to all the resources and services needed to maintain independence, promote healthy aging, and live a quality life. Through programs such as meals on wheels, housing, transportation and social services, Senior Services of Snohomish County is working to help make this vision a reality. If you share our vision and have an interest in leaving a legacy that will help seniors in our community, please consider remembering Senior Services in your will or estate plans. For information, contact Janet Duncan at jduncan@sssc.org or 425-290-1262. Jim Steinruck, CEO Senior Services of Snohomish County
Answers to questions about leaving a bequest to Senior Services What is a bequest? A bequest provides a specific amount of money, a percentage of an estate, or a specific piece of property to a charitable organization at the time of death. For most people, this involves naming a charity as a beneficiary in a will, life insurance policy or retirement plan, or by making a gift of real estate. What is the benefit of making such a gift? A planned gift offers a charitable-minded person the opportunity to leave a special legacy without compromising his or her current financial situation or family inheritance priorities. Some planned gifts can offer immediate tax benefits during life as well. Is it difficult or complicated to leave a planned gift? Not typically. The first step is to contact an attorney who can advise you on setting up a gift that ensures your wishes are followed. Why does Senior Services of Snohomish County want to know that I have named it as a beneficiary in my estate plans? When a generous donor includes Senior Services of Snohomish County in his/her will or estate plans, we want to have the opportunity to express our heartfelt appreciation for the gesture. Knowing about future planned gifts also helps us plan to meet the growing needs of our community.
8225 44th Ave. W., Suite O, Mukilteo WA 98275-2811 425.355.1112 www.sssc.org