Leave a Legacy

“A society grows great when people plant trees who’s shade they know they will never sit under.” – Greek proverb

Give a Gift Beyond Your Lifetime

Leaving a legacy gift to Seabury Resources for Aging​® benefits you and your loved ones through tax benefits and also helps older adults in the DC region have deeply affordable housing, resources, and food to age with dignity and support. Including Seabury in your estate planning will also include you in our 1924 Legacy Society, which has been supporting safe, affordable housing and services for over 100 years.

What is a Legacy Gift?

Legacy gifts, or planned gifts, include bequests, charitable trusts, gifts from a retirement account or life insurance policy, or tangible personal property like a home. Gifts can be made while you’re living or through your estate. Many planned giving options can provide a financial benefit to you or your heirs.

Types of Legacy Gifts

Simple Bequest – The simplest form of legacy giving involves giving a specific amount or a fixed percentage. Some sample language you might include is below:

Retirement Plans + Life Insurance Gifts

Giving from your retirement plan – A retirement plan can be a tax-efficient and simple way to include Seabury Resources for Aging in your estate plan. The best method is to name Seabury as a primary or secondary beneficiary. Most retirement plans are subject to incomes taxes – and possibly estate taxes – however, when a charity is named as a beneficiary, your estate may receive a tax deduction.

Life insurance – You can make Seabury Resources for Aging the beneficiary of your life insurance policy, and your estate may receive a tax break for that gift. 

Gifts of Real Estate

Gifts of Real Estate – If you own a home without a mortgage and your circumstances allow, you and your family may deed it to Seabury Resources for Aging®. You can continue to live there for the rest of your life if so desired. You will receive a federal income-tax deduction in the year of your gift.

​You may also bequest your home to Seabury in your will or estate plan. The gift of Ms. Cornelia Jones’ home in 1924 is the foundation Seabury is built upon. Your gift of your home follows a grand tradition at Seabury of allowing others to enjoy the security of housing that you also enjoyed.

The first home was given by Mrs. Cornelia Jones, who remained as a resident in the home for several years.

Gifts of Real Estate

Gifts of Real Estate – If you own a home without a mortgage and your circumstances allow, you and your family may deed it to Seabury Resources for Aging®. You can continue to live there for the rest of your life if so desired. You will receive a federal income-tax deduction in the year of your gift.

​You may also bequest your home to Seabury in your will or estate plan. The gift of Ms. Cornelia Jones’ home in 1924 is the foundation Seabury is built upon. Your gift of your home follows a grand tradition at Seabury of allowing others to enjoy the security of housing that you also enjoyed.

The first home was given by Mrs. Cornelia Jones, who remained as a resident in the home for several years.