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HIPAA Privacy Notice

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Must I Have a Large Estate in Order to Leave a Gift?

    You might think you have to be wealthy to have an estate.  That's not true.  You do not have to have a large estate.  An estate is simply a word used to describe property, money or personal belongings.  Anyone can leave a gift from their estate, regardless of the size.

 

    Sometimes people who are not able to contribute to our organization while they are living, leave a bequest in their will.  This is a way of letting us know how much they value the work we do.

 

    One of the highest compliment you can give Clermont Senior Services is to remember us in your will.

How Do I Leave a Gift to an Organization Like Yours?

    There are several ways, but the most common is through a will.  Many people set aside a certain dollar amount.  Others leave a percentage of their estate.  Some people give something they own like a car or their home.  Others leave a paid-up life insurance policy.

    Gifts may be designated for a particular purpose or service at Clermont Senior Services, or left as unrestricted and used for the greatest need.

Donation Categories / Payment Options:

  • General Fund

  • Capital Fund

  • Planned Giving

    • Assets

    • Will

    • Life-Income

      • Annuities

      • Charitable Remainder Trusts

    • Retirement Plan Benefits

    • Life Insurance

  • Endowments

  • Special Events

    • Golf

    • Auction

  • David P. Atkins print - Stonelick Covered Bridge 

  • Stocks or Bonds

  • Cash

 

 

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Send mail to gshivener@clermontseniors.com with questions or comments about this web site.
Copyright © 2003 Clermont Senior Services, Inc.
Last modified: 11/19/07