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 Leave a Legacy - Planned Giving





The Senior Resource Association (SRA) thanks you for your interest in our A Leave a Legacy Planned Giving Program. Our goal is to help you understand the options available and the benefits they bring to you.

When it comes to helping the Senior Resource Association meet the challenges of tomorrow by crafting a legacy today, there are several options to choose from besides writing a check. By electing to make a planned gift, a gift that is integrated into your personal financial or estate planning, you ensure that the Senior Resource Association can continue to carry out its mission well into the future.

   

There are several options available to you when considering planned giving. Many of these have wonderful benefits for you. Here are some programs that may increase your income and provide you with generous tax savings:

Bequest

Bequests are the backbone of our planned giving program and historically the most popular planned giving method used by our donors. Once you have named those you wish to receive certain property in your will, you could name the Senior Resource Association as a recipient of all or the remainder portion of your assets.

Charitable Remainder Trust

A Charitable Remainder Trust offers flexibility, an income stream for life or a term of years, and significant tax benefits to you and your heirs. A Charitable Remainder Trust is an irrevocable, tax-exempt trust in which you place assets to provide income for you during a specific period of time. At the end of that period, the remaining assets will be turned over the Senior Resource Association.

Charitable Gift Annuity

A Charitable Gift Annuity is a simple contract between you and the Senior Resource Association whereby you make an irrevocable transfer of assets to us; in return, we agree to pay a fixed amount of money for lifetime each year to you or/and a loved one.

Life Insurance

It provides with you with the opportunity to make a gift at a sizeable face value for a minimal outlay of cash. Simply name the Senior Resource Association as a beneficiary of your policy on the beneficiary designation form.

 

For more information, please contact Carrie Tribble, Director of Development at:
  Phone:  772.469.2060 or Email: mpeters@sramail.org.

 

SENIOR RESOURCE ASSOCIATION

694 14th Street, Vero Beach, FL 32960
Phone: 772.569.0760 | Fax: 772.778.7272



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