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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