Planned Giving
BEQUESTS
You may include Zen Hospice Project when preparing your will, or ask your estate planner to add a codicil to an existing will designating Zen Hospice Project as a charitable beneficiary.
LIFE INSURANCE GIFT
You may designate Zen Hospice Project as the beneficiary of the insurance policy. You will be entitled to an income tax charitable deduction in the year of your gift.
RETIREMENT PLAN GIFT
The principal advantage of donating retirement plan assets to Zen Hospice Project is that you avoid income and estate taxes on that asset. You may instruct the institution that handles your retirement accounts to designate Zen Hospice Project as the beneficiary of your 401K, IRA, pension or other retirement plans.
CHARITABLE REMAINDER TRUST
Transfer assets to a trustee and each year you and/or someone you have designated will receive income from the trust. The trust may last either for a term of years or for life. The trust allows you to receive an income tax deduction now, arrange for tax-free growth of retirement assets, and receive a retirement income from the trust when you retire. When the trust ends, the remaining trust assets will pass to Zen Hospice Project.
Here is some suggested language to aid you in creating your legacy gift.
For more information contact:
Diane Mailey, Director of Strategy & Development
A LEGACY OF COMPASSION
Leave a legacy that will improve end-of-life care for people in need for many years to come. Your legacy gifts ensure the continuation and expansion of Zen Hospice Project’s Education Center and Volunteer Caregiver Programs, as well as our beloved Guest House.
Preparation of a will and other estate planning options provide you an opportunity to articulate your wishes, your values and your legacy. You may also enjoy significant tax benefits by including Zen Hospice Project in your estate plan.
You may choose to leave any combination of:
- A specific dollar amount
- A specific percentage, or all, of your residuary estate (the remainder left after bequests to others, debts and expenses are paid)
- Specific items of property such as stocks, bonds, or real estate
- A gift in trust that pays a portion of the trust property to individual beneficiaries and a portion to Zen Hospice Project
The language used in bequests, wills, and trusts needs to be exact, so we recommend contacting your attorney or tax advisor for more detailed information.
BEQUESTS
You may include Zen Hospice Project when preparing your will, or ask your estate planner to add a codicil to an existing will designating Zen Hospice Project as a charitable beneficiary.
LIFE INSURANCE GIFT
You may designate Zen Hospice Project as the beneficiary of the insurance policy. You will be entitled to an income tax charitable deduction in the year of your gift.
RETIREMENT PLAN GIFT
The principal advantage of donating retirement plan assets to Zen Hospice Project is that you avoid income and estate taxes on that asset. You may instruct the institution that handles your retirement accounts to designate Zen Hospice Project as the beneficiary of your 401K, IRA, pension or other retirement plans.
CHARITABLE REMAINDER TRUST
Transfer assets to a trustee and each year you and/or someone you have designated will receive income from the trust. The trust may last either for a term of years or for life. The trust allows you to receive an income tax deduction now, arrange for tax-free growth of retirement assets, and receive a retirement income from the trust when you retire. When the trust ends, the remaining trust assets will pass to Zen Hospice Project.
Here is some suggested language to aid you in creating your legacy gift.
For more information contact:
Diane Mailey, Director of Strategy & Development