A charitable gift from your estate is one of the easiest and most flexible ways that you can leave a gift to RHW that will make a lasting impact on the community. With the help of an attorney, you can add simple language to your will or trust specifying a gift to be made to family, friends, or organizations that are important to you like RHW. Benefits of a bequest include receiving an estate tax charitable deduction, reducing the burden of taxes on your family, and leaving a lasting legacy to charity.

If you are 70 1/2 or older you may also be interested in ways to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way that you can help continue our work and enjoy the benefits such as avoiding taxes on transfers from your IRA to our organization, satisfying your required minimum distribution (RMD) for the year, reducing your taxable income, making a gift that is not subject to the deduction limits on charitable gifts, and helping to further the work and mission of RHW

When considering any estate planning gift, it is always necessary to speak to your lawyer or financial planner to determine the method of giving that best benefits you and your loved ones. Other planned gift options include charitable trusts, gifts of real estate, donor advised funds, and others.

To recognize and include you in the wellness society, please inform us if you have made or are considering a planned gift to Rangeley Health and Wellness. Your participation helps inspire generosity in others. Of course, if you wish to remain anonymous, we are happy to honor your request.