Action Wellness can be a part of your legacy.
By integrating Action Wellness into your charitable intentions of estate, tax, and financial planning. With a variety of charitable giving tools and techniques, you can make a meaningful gift that achieves maximum impact today and tomorrow, while also meeting your own personal financial planning needs and objectives.
Two planned giving options include:
Insurance
Naming Action Wellness as a beneficiary of your life insurance policy is one of the easiest ways to make our mission part of your legacy. Beneficiaries are the individuals and organizations that are most important to you. Many policies allow for multiple beneficiaries, so you can easily donate the entirety or a portion of the policy to Action Wellness. Contact your life insurance provider to designate Action Wellness as a beneficiary today! Plus, many providers allow you to make these changes online at any time.
Charitable Bequests: Wills and Trusts
A bequest to Action Wellness in your will is one of the most common ways to realize your personal legacy. Beneficiaries (the heirs of the bequest) are the individuals and organizations that are important to you, like Action Wellness. Whether you wish to donate your entire estate, a portion of your estate, a fixed dollar amount, or a percentage of your assets, bequests are easy to make.
Find out more:
To learn more about making a planned gift to Action Wellness or to let us know that you’ve named Action Wellness in your will, please contact our Director of Development, Michele Raymond, at 215-981-3352 or by email at mraymond@actionwellness.org.
Thank you for considering these transformative giving options, to help Action Wellness continue both its legacy and yours.