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What Will Your Legacy Be?

 

Planned Giving: Leave a Legacy

Leaving a gift to West Bergen Mental Healthcare in your will or by beneficiary designation is a great way to invest in the future of West Bergen and make a lasting difference for those in our community who need quality, accessible mental health services.
How You Benefit
• You decide how much to give—no gift is too small.
• Your gift costs you nothing now.
• You retain control of your assets during your lifetime and, if your circumstances change, you can modify the gift.
• You may choose to keep your gift anonymous.
• You will be remembered as someone who made West Bergen’s programs and services available today and in the future.
Choose the Right Gift for You
Thoughtfully planned, any of the following gift options may provide important personal benefits while helping West Bergen in the future. Depending on the gift you decide to make, you could minimize your taxes, reduce the tax burden for your heirs or receive payments for life:
• Bequest through your will
• Gift of retirement plan assets
• Gift of life insurance policy
• Charitable gift annuity
• Lifetime income gift through a trust
• Privately held securities
• Real estate
Make the Most of Your IRA
If you are over age 70 ½, you can save on income tax when making donations to qualified charities directly from your Individual Retirement Account (IRA).
The Legacy Society
West Bergen’s Legacy Society provides lifetime recognition to donors who have included West Bergen in their estate plan. Just let us know your plan is in place and we will add you to the thoughtful group of friends who have provided for West Bergen’s future.
*You may choose to have your name listed in the roster of Legacy Society members, or you may choose to be an anonymous member.
Tell Us About Your Gift!
If you leave a gift for the future of West Bergen, we welcome the chance to say thank you now and welcome you as a member of our Legacy Society.

We’re Here to Help
For additional information about planned giving, consult with your attorney, financial advisor or tax accountant.
To notify us of a legacy gift you have planned, or for more information about ways to support West Bergen Mental Healthcare, contact Carol Cohen, Director of Development at ccohen@westbergen.org or 201-444-3550.

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“No act of kindness, no matter how small, is ever wasted.”
– Aesop

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