Will or Living Trust Give to AgeWell Middle Tennessee without affecting your cash flow during your lifetime.

Retirement Plans Your retirement plan may be worth more when donated to AgeWell Middle Tennessee than to your heirs.

Donor-Advised Fund Make an outright gift from your donor-advised fund or name AgeWell Middle Tennessee as the ultimate beneficiary of the remainder in the fund.

Appreciated Securities After making a gift of appreciated securities to AgeWell Middle Tennessee, the IRS will allow you one of its most significant tax breaks.

Life Insurance Create a significant endowment for AgeWell Middle Tennessee without dipping into your capital assets.

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.

Deferred Gift Annuity Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).

Pooled Income Fund We offer a life-income gift that works like a charitable mutual fund. You can give AgeWell Middle Tennessee cash or securities, receive an income tax deduction and avoid capital gains tax on the transfer, secure lifetime income, and deliver significant support to us.

Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.