Planned Giving is a simple and flexible way to give
Planned Giving empowers you to support Staying Put without impacting your present financial situation—while creating a meaningful legacy.
KEY BENEFITS:
- Make a significant gift while preserving your assets
- Retain full control of your assets during your lifetime
- Stay flexible—a bequest can be revised if your circumstances change
- Enjoy potential tax advantages for your estate
- Easy to arrange—your attorney can include gift language in your existing estate documents
- Choose from various giving options that align with your goals and financial situation
There are many thoughtful ways to make a planned gift—and we’re pleased to provide this overview to inspire your planning. We invite you to use it as a starting point, and to consult your financial advisor or attorney for personalized advice.
Popular Giving Options
GIFT BY WILL OR LIVING TRUST: A Simple Way to Create a Lasting Legacy
Including Staying Put in New Canaan in your will or living trust is one of the easiest ways to ensure that your support continues into the future. You can choose to donate:
- A specific amount
- A particular asset
- A percentage of your estate’s residual value after all other obligations have been met
How to Get Started: Please feel free to use the provided sample bequest language which may be of assistance to you and your attorney.
“I hereby give to Staying Put in New Canaan, a Connecticut charitable corporation, tax identification number 20-8465004, currently located at 58 Pine Street, New Canaan, CT 06840, the sum of $_______, OR ___ percent, ( ___%) of the residue of my estate, OR described property: ____________, to use where the need is greatest.”
BENEFICIARY DESIGNATIONS: A Tax-Savvy Way to Give
You can name Staying Put in New Canaan as a beneficiary of your:
- Retirement accounts (IRA, 401(k))
- Life insurance policies
- Brokerage accounts
- Other financial assets with beneficiary designations
Assets such as IRAs and 401(k)s are often heavily taxed when passed on to heirs. By naming Staying Put as a beneficiary, you can:
- Reduce or eliminate income and estate tax burdens
- Maximize the assets passed on to your loved ones
How to Get Started:
1. Contact your plan provider and request a Change of Beneficiary form.
2. Designate Staying Put in New Canaan as a beneficiary.
3. Provide us with a copy of the completed form so we can acknowledge your generous commitment.
A Special Thank You to our Legacy Circle Donors
Cindy & Paul Bamatter
Barb & Ray Boller
Louise Goodridge
Ruth Ann Kelley
Albert L. Perry III
Jo & Peter Ziesing
If you’ve already named Staying Put in New Canaan in your estate plans, please let us know. We’d be honored to acknowledge your thoughtful commitment and celebrate your support.
Legacy Donors
Ruth Ann Kelly
1931-2023
A TRUE LEGACY
A native New Canaanite, Ruth was the embodiment of Staying Put. A dedicated volunteer and a member since its inception, she wanted to ensure Staying Put would be available for everyone. Ruth knew the significance of having a resource that allowed her to remain in the community that she knew and loved, so she included Staying Put in her will. This example of legacy giving helps us continue to offer services for members, activities that keep seniors engaged and connected, and support when faced with transitions.
Albert L. Perry III
1941-2023
A LASTING IMPACT
A beloved teacher for over 20 years in New Canaan, Al had a positive effect on hundreds of New Canaanites. Just as his warmth and respect helped many adolescents, these same qualities made him a wonderful volunteer driver for Staying Put. He made each rider feel valued and interesting. As a teacher he would encourage his students to “Show me the Greatness,” and this became a mantra that permeated his volunteer work with Staying Put as well as the legacy donation he chose to leave to the organization. Al believed in the work of Staying Put and wanted to ensure its ongoing success.
Staying Put in New Canaan
58 Pine Street
PO Box 484
New Canaan, CT 06840
203-966-7762
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