Planned Giving
Planned Giving
Gifts Anyone Can Make
Make a gift now that will not affect your day-to-day cashflow during your lifetime.
Did you know there are ways to support AgeWell Middle Tennessee that don't affect your current lifestyle or your family's security?
You can support AgeWell Middle Tennessee with gifts that don't impact the way you live either by designating AgeWell Middle Tennessee to receive estate assets in the future or by making immediate gifts to us of assets that are "out of sight and out of mind."
Will or Trust
You can plan a legacy gift that will take effect only after your obligations are fulfilled.
Donor-Advised Funds
Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
IRA Rollover
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Retirement Plan
Give us assets subject to double taxation, and leave more to your family.
Stock and Appreciated Assets
Take advantage of appreciated securities without incurring capital gains tax.
Life Insurance
Make a significant gift, even without a large estate. Here's how to leverage your dollars.