Planned Giving
 The Sheridan Senior
Center continues to focus
on the long term value of its services, and as such is interested in visiting
with individuals about the various financial instruments that can be adapted to
their needs. There are many ways to give,
and all types of charitable giving may not suit all people. The best way to approach planned giving is to
begin with an in-depth analysis of your financial, estate, and charitable
planning goals, needs, and desires. This
process should involve your legal and financial advisors so that you maximize
your personal objectives as tax efficiently as possible.Here at the Sheridan
Senior Center,
we are happy to work with you and your financial advisors to find the right tax
deductible tools that, when set up correctly, may be able to provide future
income to the Center. These tools are
based on what type of asset is given and how you would like it to be
given.Examples of the different types
of planned giving include the following:- Monetary
Gifts & Pledges: You may make a one-time gift, or pledge over a
period of time. A pledge enables you as a donor, to contribute a larger
gift if it is spread over a longer period of time.
- Gifts
Made Through Your Will: While current gifts are needed, you are not
limited to this form of giving. By making a bequest in your Will, you can help
secure the future of services for senior citizens in Sheridan County.
- Stocks
and Bonds: Stocks, bonds, or other forms of securities may have
specific tax advantages to the donor.
- Life
Insurance: Life insurance policies that are no longer needed for
family members can be assigned to the Senior Center
and may be a way to easily make a sizeable contribution.
- Other
Forms of Giving: Includes personal items that can be converted to
cash, life income plans and trusts, real estate, family business gifts, and
commemorative or memorial gifts.
More Information
Please contact Carmen Rideout, Executive Director or Rindy
West, Director of Development, to discuss your planned giving opportunities.
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