How will you be remembered? Why is it important to consider the various options of planned giving?

RISE is here to help you navigate the topics of: Making a Gift in Trust; the Importance of a Valid Will; How Your Will Can Make A Difference; Charitable Estate Planning; and Ways to Give Life Insurance. Another area to explore is  “6 Ways to Save Taxes While Supporting RISE Life Services.”

The end of the year is an ideal time to take stock of your financial situation and decide which assets are best to use in making charitable gifts to your favorite organizations. Fortunately, because the tax laws are favorable, there are many options open to you, some of which can fit in very nicely with your overall financial objectives and actually enhance your – or your family’s – financial security.
Among the choices you have are:

  • Donate Cash
  • Contribute Securities That Have Risen in Value
  • Make a Gift of Life Insurance
  • Use a Retirement Account to Make a Future Gift
  • Designate a Bank Account for RISE Life Services
  • Give a Gift that Can Pay You (or a Loved One) An Income

Learn more about how you can give special blessings to your loved ones for years. Find out how to save taxes with year-end gifts and how your will can make a difference. Extra steps now will give you peace of mind and provide the insurance your family needs.

One of our current and very important goals at RISE is to build our Endowment. Estate Planning is an important piece of this initiative. How can you help?

First, you can read more on our website’s Estate Planning page by clicking to download brochures on each of the aforementioned topics. The next step is to call us to discuss more in detail. To find out more about Estate Planning, and have your questions answered, please call 631-727-6220 extension 203. It’s time.

RISE Life Services provides a residential and supported living environment dedicated to empowering people with intellectual disabilities and mental health challenges to RISE to their full potential. To learn more about RISE Life Services, our Main Street Market Food Pantry, residential housing, job opportunities and programs, please browse our website or call 631-727-6220 ext. 203 with any questions.