Legacies and Bequests

Leaving a gift for Seabury in your will supports work that you have valued and is important to you. Your concern and care for older adults can live on through a gift in your will or estate plan. Such a gift can enhance our ability to plan for the future and ensure that we meet the needs of an aging population with creative solutions to keep each person healthy, active and safe.

There can be significant tax advantages to these gifts and there are many ways that you can make a difference, some of which are listed below.

Become a member of Seabury's Legacy Society

Friends who inform us of their intention to remember Seabury Resources for Aging in their wills or other estate plans automatically become members of the Seabury Legacy Society. Members, unless they opt for anonymity, receive invitations to and recognition at special events and in publications. When you join the Seabury Legacy Society, you challenge and inspire others to take action.

Here are some gift options to consider:

Through Your Will-

  • Make a designated gift to Seabury of a specific amount or percentage of your estate or consider donating the remainder of your estate. See below for sample language.
  • Through Your Life Insurance: Name Seabury Resources for Aging as a beneficiary to a portion of your estate.
  • Through a Charitable Annuity: Set up a gift annuity generating income for you and your spouse while making an incredible gift to Seabury.
  • Through Your Retirement Assets: Make a gift through your retirement plan account (Keogh, IRA, [traditional and Roth], 401 (k) or 403 (b).

Contact Us

For these and other options, please consult your financial or tax advisor for advice on how you can make the most impact for Seabury's programs for your specific estate planning needs. Seabury's advancement staff will be happy to provide additional information to help you consider these options. Contact us at 202-414-6312.

If you are considering making a gift in your will to Seabury, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby, give, devise and bequeath $ DOLLARS to Seabury Resources for Aging, a non-profit organization located in Washington DC, Federal Tax ID #____________, for Seabury Resources for Aging's general use and purpose.
Bequest of Specific Personal Property

I hereby, give, devise and bequeath DESCRIPTION OF PROPERTY, STOCK, RETIREMENT ACCOUNT, OR LIFE INSURANCE POLICY to Seabury Resources for Aging, a non-profit organization located in Washington DC, Federal Tax ID #_______________, for Seabury Resources for Aging's general use and purposes.

Bequest of Percentage of an Estate

I hereby, give, devise and bequeath PERCENTAGE OF YOUR ESTATE to Seabury Resources for Aging, a non-profit organization located in Washington DC, Federal Tax ID #______________________, for Seabury Resources for Aging's general use and purpose.

Restricted Bequest

If you are considering a bequest but would like to ensure that your bequest will be used only for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give that will ensure your charitable objectives can be met. We will also work with you and your attorney to craft language to accomplish your objectives.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Seabury Resources for Aging flexibility should it no longer be possible to use your gift as you originally intended:

"If, in the judgment of the Board of Directors of Seabury Resources for Aging, it shall become impossible to use this bequest to accomplish the specific purposes of this bequest, Seabury Resources for Aging may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest."

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6031 Kansas Avenue, NW
Washington, DC 20011
Phone: 202.414.6315
Fax: 202.289.5693

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