Planned Giving

By including MorseLife in your Estate Plan, you will help assure that MorseLife will be here for generations to come, providing exceptional, loving care to the seniors we serve on campus and in the community.

You can make a difference in the lives that follow.

We offer a variety of methods by which a donor can accomplish charitable, tax, financial and estate planning goals. Please contact us at (561) 209-6103 or by email at foundation@morselife.org so we can meet with you, discuss your needs and help you accomplish what you want for your family and your community.

You can also visit our Planned Giving Information Center

Your Goal	Your Gift	How to Make the Gift	Your Benefits
Make a quick, easy gift	Outright gift	Cash or appreciated securities	Income tax deduction, avoid capital gains tax
Defer a gift until after your lifetime	Bequest	Name us in your will	A gift exempt from federal estate taxes
Make a large gift with little cost to you	Life Insurance	Give a policy with us as owner and beneficiary	Current income tax deduction
Avoid the twofold taxation on retirement plan assets	IRA/retirement plan gift	Name us as beneficiary of the remainder of your assets	Avoid heavily taxed gift to heir
Secure fixed income	Charitable remainder annuity trust	Create a charitable trust that pays you a set income annually	Income tax deduction and fixed income for life
Create a hedge against inflation	Charitable remainder unitrust	Create a trust that pays percent of the trust’s assets, valued annually	Income tax deduction & annual income that has potential to increase
Supplement income w/fixed annual payments	Charitable gift annuity	Contract with us and we’ll pay you annually	Income tax savings, fixed payment for life
Reduce gift & estate taxes on assets	Charitable lead trust	Create a trust that pays an income to us for a set term and then passes to HEIRS	Reduce size of taxable estate

Please consult your own accountant and/or attorney.