SAGE: Services & Advocacy for Gay, Lesbian, Bisexual & Transgender Elders
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04.23.2014
Planned Giving,
Taylor Society


Taylor Society recognizes and honors individuals who have made planned gifts to SAGE. These visionaries make a timeless commitment to current and future LGBT older adults by making SAGE a beneficiary of their estates.

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.

Simple Giving

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.

Other Giving

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.

Become a Taylor Society Member

If you are interested in joining Taylor Society, or have already made a planned gift to SAGE, please contact us at majorgifts@sageusa.org. Or, make a gift today.

SAGE Donor
Trumbull Rogers, a good friend and client of SAGE’s Social Services, left us a wonderful legacy.

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Services & Advocacy
for GLBT Elders (SAGE)

305 Seventh Ave, 15th Floor
New York, NY 10001
212-741-2247 tel
212-366-1947 fax
info@sageusa.org
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