SAGE named Taylor Society after educator, author and longtime SAGE supporter "C.T." Taylor. C.T. passed away and left his estate to SAGE. Although he shunned public recognition, his family asked SAGE to tell others about his gift in hope that they will follow his example.
Ways to Join Taylor Society
- Name SAGE in your will
- Make SAGE a beneficiary of your 401k, 403b, IRA or life insurance policy
- Give appreciated securities
- Plan to leave real estate and other property to SAGE
- Name SAGE as a beneficiary of your charitable trust
Caring for Family and SAGE
Creating a will ensures that your wishes for your family, and for SAGE, are carried out to your preference. Without a will, the state can make decisions without knowing your charitable intentions or family's needs. By planning accordingly, you can create a legacy of specific support for your family and SAGE.
Designating SAGE as a beneficiary of your 401k, 403b, IRA or life insurance policy is simple to do, most often requires no legal fee and you can change your mind at any time. Your retirement assets remain yours for as long as you need, and you can rest assured knowing that you are making a significant and lasting impact on LGBT older adults nationwide.
There are other creative ways to support SAGE with careful planning. A charitable remainder trust, for instance, can help reduce or eliminate estate taxes for your surviving partner or family members while also helping to advance and sustain the mission of SAGE. Contact your financial adviser or SAGE for more information.