SAGE: Advocacy & Services for LGBT Elders
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Planned Giving, Taylor Society


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

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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Appreciated Property

Contributions of appreciated securities are an extremely tax wise way to make a gift. When you contribute securities that have appreciated in value, you receive a charitable contribution for the full market value of the securities and you avoid having to pay capital gains tax on the amount contributed.
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Charitable Gift Annuities

You can make a gift to SAGE, receive reliable annual income, and get a tax deduction for doing so. That's the power of Charitable Gift Annuities.
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Charitable Remainder Trusts

A Charitable Remainder Trust provides many attractive benefits—it is a great way to ensure reliable payments, receive a tax deduction, potentially avoid capital gains tax, and support SAGE all at the same time.
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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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Real Property

For many of our supporters, their single largest asset is their real estate—a home, a vacation spot, or an investment property. And for many, these properties have appreciated tremendously over the years.
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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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