Planned Giving
Create a lasting legacy of care at Pyareo Home
Planned giving is a meaningful way to support Pyareo Home’s mission for years to come. Through options such as bequests, gifts of appreciated assets, charitable trusts, and IRA charitable distributions, you can help ensure compassionate care for seniors well into the future.
BEQUESTS
Including Pyareo Home in your will or revocable living trust is one of the simplest and most meaningful ways to make a lasting gift. A bequest allows you to support the future of Pyareo Home while maintaining flexibility during your lifetime.
Bequests can be structured in several ways and may be adjusted as your personal and financial circumstances change.
Sample bequest language:
“I give the sum of $_____ to Pyareo Home of Sanbornton, New Hampshire to be used for its general purposes.”
or
“I give _____% of my residual estate to Pyareo Home to be used in support of resident care services.”
GIFTS OF APPRECIATED ASSETS
Pyareo Home gratefully accepts gifts of appreciated financial assets, including stocks, bonds, mutual funds, and exchange-traded funds.
Giving appreciated securities may provide tax advantages. In many cases, donors may avoid capital gains tax on the appreciation and may also receive a charitable deduction for the full fair market value of the gift. Please consult your financial or tax advisor regarding your specific situation.
To begin, request a “Transfer to a Charitable Organization” form from your broker and follow their instructions. Because these transfers can take time, it is best to start the process well before year-end.
IRA CHARITABLE DISTRIBUTIONS
For individuals age 70½ and older, an IRA charitable distribution can be a tax-efficient way to support Pyareo Home. Qualified charitable distributions made directly from an IRA to an eligible nonprofit may reduce taxable income.
If this type of gift may be right for you, please consult your financial institution, tax advisor, or the IRS guidance that applies to your circumstances.
CHARITABLE REMAINDER TRUSTS
A charitable remainder trust may allow you to make a significant future gift to Pyareo Home while also providing income to you or your designated beneficiaries for life or for a set term of years.
These trusts can be funded with cash, securities, or other property and may offer important financial and tax benefits. At the end of the trust term, the remaining assets support the mission of Pyareo Home.
If you believe a charitable remainder trust may fit your financial and charitable goals, we would be glad to speak with you.
Questions About Planned Giving?
We’d be happy to speak with you confidentially about the different ways you can support Pyareo Home.
Contact:
Beverly Swan, Development Coordinator
845-639-1849
Email:bevswanbird@gmail.com
Mailing Address for Gifts:
Pyareo Home
333 Brook Road
Sanbornton, NH 03269
Please make checks payable to: Pyareo Home.