SAGE: Services & Advocacy for Gay, Lesbian, Bisexual & Transgender Elders
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Planned Giving, Taylor Society


Overview
Simple Gifts
Tax-Wise Gifts
Income Generating Gifts
Lifetime Gifts

Simple Gifts

You can help take care of our community’s pioneers easily and quickly—sometimes as simply as filling out a form.

Gifts by Will

Including a gift to SAGE in your will or living trust is called a bequest, and is one of the most popular ways to make a legacy gift for a variety of reasons:
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Retirement Assets

Contributing retirement plan assets—an IRA, employee retirement plan, or tax sheltered annuity—is one of the smartest ways to make a gift.
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Life Insurance

An easy way to make a gift is through your life insurance policy, and you can do it in one of two ways.
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The material on these pages is for general information. SAGE does not render tax, accounting, financial, or legal advice. Please consult with your tax, financial, and legal advisors regarding your personal circumstances.

Ways to Give

Click here for Sample Beneficiary Language


Taylor Society

I’m here to help!

Jerry Chasen
Director, Legacy Planning
jchasen@sageusa.org
212-741-2247 x240



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