Planned Giving
Planned Giving
Discover the Benefits of Giving Wisely
Did you know there are innovative ways to support AgeWell Middle Tennessee that can benefit you, your loved ones, and the older adults and caregivers we serve? Thoughtful planning allows you to honor your connection with us while advancing our mission. These strategies can also provide tax savings and amplify the impact of your donation.
Explore our planned giving website to find calculators and tools to help you learn more about gift options based on your age, goals, and assets. We provide forms for creating a will, as well as for initiating gifts of stock and distributions from retirement plans. Additionally, we provide forms to create Advance Healthcare Directive and Financial Power of Attorney.
By making a planned gift, you can create a lasting legacy that reflects your values and supports our mission for years to come.
Legislation Affecting Philanthropy
Draft Your Will Here, for Free!
Our new will creation platform is a powerful opportunity to build your legacy and shape the future of AgeWell Middle Tennessee — for free! Don't miss this opportunity to protect your loved ones and support the causes you care about the most. Click the link to get started today.
Will Planning Wizard
Not ready to draft your will? Use this Wizard to organize your assets and your goals.
Note: Information entered in the LegacyPlanner is not held by AgeWell Middle Tennessee — it's for personal use.
Ways of Giving
Plan-a-Gift ™
Interactive Plan-a-Gift™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help people who live in poverty at the same time.
The Martin L. Kresge Legacy Society
Members of the Martin L. Kresge Legacy Society have expressed their commitment to AgeWell Middle Tennessee through a very special and important form of financial support.
Explore More Gift Options
Will or Trust →
You can plan a gift that will not affect your cash flow.
Appreciated Securities →
Take advantage of appreciated securities, avoid tax.
Life Insurance →
Make a significant gift, no matter the size of your estate.
Retirement Plan →
Donate double-taxed assets and leave more to family.
Donor-Advised Fund →
Make a gift from your DAF, or name us a beneficiary.
Charitable Gift Annuity →
Give a gift of cash or stock, recieve income in return.
Deferred Gift Annuity →
Younger donors can make a gift and lower taxable income.
Flexible Gift Annuity →
More flexibility than a deferred payment gift annuity.
Personal Planning
Use these tools to start your gift to AgeWell Middle Tennessee. Learn More →.
Goals & Benefits
There are many ways to make a gift to AgeWell Middle Tennessee. Take a look at some of the options designed to help you to achieve different goals.
Professional Advisors
We can turn your clients' philanthropic dreams into reality.
Estate Planning
An estate plan is a must, no matter your age or income.