How you can leave a legacy
Including Love For Our Elders in your estate plan is a meaningful way to support older adults—now and for generations to come. Planned gifts not only sustain our mission of bringing connection and compassion to those facing loneliness, but they can also offer valuable benefits to you and your loved ones. Certain legacy giving options may provide tax advantages, reduce estate taxes, and offer greater financial flexibility. They can empower you to make a more significant impact than might be possible during your lifetime—while supporting a cause close to your heart. It’s a powerful way to align your values with your legacy and ensure your generosity lives on.
Below, you'll find sample language and key information to share with your attorney or financial advisor to include Love For Our Elders in your plans.
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You can include a gift to Love For Our Elders in your will or living trust. Choose a specific dollar amount, a percentage of your estate, or the remainder after other distributions.
“I give, devise, and bequeath [insert amount, percentage, or asset] to Love For Our Elders, a nonprofit organization with EIN 47-3650934, to be used for its general purposes.”
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You can name Love For Our Elders as a beneficiary of your IRA, 401(k), or other retirement plan or life insurance policy.
“Love For Our Elders (EIN 47-3650934) to receive [insert amount or percentage] of the account/policy proceeds upon my death”
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If you have a donor-advised fund, you can recommend a distribution to Love For Our Elders.
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Donating stocks, bonds, or mutual funds that have appreciated can offer capital-gains tax savings—often allowing a larger gift than donating cash. Talk to your broker about transferring shares directly to Love For Our Elders’s brokerage account to realize maximum tax benefits.
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More advanced strategies—such as charitable gift annuities or charitable remainder trusts—may provide lifelong income or other benefits while supporting our mission. While these options are more complex, they provide lasting benefits both to you and to Love For Our Elders. If you're interested in exploring these or other options, we’re happy to connect you with professionals who can help guide you in determining the best way to fulfill your charitable and financial goals. These gifts can provide lifetime income and substantial tax deductions.
Frequently asked questions
Can I restrict my gift to a specific program?
Yes—you may designate your bequest or gift for “general purposes” or specify a program (e.g., “Letters of Love”). Please include your restriction in the sample language and let us know.
What if my will already says “to charity”?
We recommend naming Love For Our Elders specifically (with EIN 47-3650934) to ensure your gift reaches us directly.
Do I need a lawyer?
While you can use online tools, we advise consulting your attorney or financial advisor to confirm your documents accurately reflect your intentions.
Ready to get started?
We’d be honored to talk with you about your legacy. Sharing your intentions helps us thank you and ensure your gift is used according to your wishes. If you’d like help including Love For Our Elders in your estate plans—or you’ve already done so and want to let us know—we’d be honored to connect. We’re here to help you create a legacy of love and compassion.
