Planned Giving

Ways to make a planned gift.

Many individuals have expressed their commitment to Medford Leas through Planned Giving – a very special and important form of financial support. These individuals have named Medford Leas as the beneficiary of a planned gift. Such gifts include a bequest by will, gifts of IRA assets, charitable gift annuities, charitable remainder trusts, and/or charitable beneficiary designation.

Always talk to your financial or legal advisor before making an estate gift.

Generous donors are essential to safeguarding the Medford Leas legacy. Charitable contributions will help strengthen the present and shape the future through support of the following funds:

Bequest by Will

You may transfer any asset you own through a written will to benefit Medford Leas. Although you will not receive any tax benefits during your lifetime, your taxable estate will be reduced by the amount of the charitable bequest.

IRA Assets

Many investors are beginning to realize that upon their death, unused IRA assets will be heavily taxed. It is estimated that estate and income tax could consume anywhere from 60% to 80% of the money remaining in IRA assets. You can avoid income tax on retirement accounts as well as estate tax, by naming Medford Leas as a partial or full beneficiary of your retirement accounts.

Charitable Gift Annuity

A Charitable Gift Annuity enables you to transfer cash or marketable securities to Friends Fiduciary Corporation for the ultimate benefit of Medford Leas. In return, you will receive fixed annual payments for life or a set period of time. You will be entitled to a charitable income tax deduction in the year in which the gift annuity is created and a portion of the fixed annual payment is tax free in the following years.

Charitable Remainder Trust

You may use different assets to establish a Charitable Remainder Trust that will benefit you and/or heirs for life. The remaining interest in the trust could be designated for Medford Leas.

Charitable Beneficiary Designation

You can designate Medford Leas as a full or partial beneficiary of your qualified retirement plan using a form supplied by the policy underwriter or plan administrator. After your death, the benefit comes to Medford Leas. The benefit payment is generally excluded from your estate for tax purposes.

For questions, contact:

Jane Weston
Director of Development and Community Relations
Medford Leas
One Medford Leas Way
Medford, NJ 08055

Please email at: janeweston@medfordleas.net or call: 609-654-3007 or toll-free: 1-800-331-4302

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