Legacy Society

Planned Giving - A Way to Leave a Lasting Legacy

 Read our most recent newsletter with two great articles: “How to Reduce Taxable Income in 2018 with a Qualified Charitable Distribution” by George Koeltl and “Four Tips to Prepare Your Will” by Attorney Paula Boa Sousa.  Read it here .

Read our most recent newsletter with two great articles: “How to Reduce Taxable Income in 2018 with a Qualified Charitable Distribution” by George Koeltl and “Four Tips to Prepare Your Will” by Attorney Paula Boa Sousa. Read it here.

Cancer leaves a lasting impact on us. However, now there is a way to leave a positive and lasting legacy for our loved ones who have been helped by Ann’s Place.  In 2018 the Board of Directors created the Ann’s Place Endowment.  Its purpose is to supplement our annual fund raising and help endow our programs and our facility for years to come.

There are many ways that a donor can make a lasting legacy.  A gift through a will, life insurance policy or from a Qualified Charitable Distribution are just a few options available.

For more information, contact Matt Boyle at 203-790-6568 or Matt@annsplace.org.

Why Join the Legacy Society?

Every room and garden at Ann’s Place has stories.  People have cried, laughed, stretched, danced, painted, moved, played, hugged and talked in each of these special places.  We have nooks in which to hide away and big rooms for socializing.  Each place holds deep meaning for our clients facing cancer.

This beautiful facility at 80 Saw Mill Road in Danbury was designed and built by thousands of volunteers and donors.  Now we need to make sure this incredible facility, and the programs provided within, are available for people facing cancer for many years to come.

Join us as we grow our endowment to create sustainable income for programs, yearly maintenance, and capital improvements.

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What Type of Planned Gift is Right for You?

Bequests and Estate Plan Gifts

A donor may make a bequest or gift through his/her estate by including a provision in a will or living trust, or by naming Ann’s Place, Inc. as a beneficiary of a life insurance policy.  The amount left to Ann’s Place can be expressed as a dollar amount or as a percentage of the assets to be given.

Qualified Charitable Distribution (QCD) from an IRA

A QCD is a direct payment of the required minimum distribution (RMD) from an IRA account to a qualified non-profit organization.  The RMD applies to retirees age 70.5 or older and can be an effective means of supporting Ann’s Place while reducing a retiree’s tax liability that would be associated with the additional income from the RMD.

Charitable Lead Trusts

A Charitable Lead Trust makes an annual payment to Ann’s Place for a period of years and at the end of the term, the remaining assets go to the donor’s children or other beneficiary.

Life Income Gifts

A life income gift allows a donor to give assets to Ann’s Place while providing the donor with income for a period of time before Ann’s Place is permitted to use the gift.

Charitable Gift Annuities

In exchange for an outright gift, Ann’s Place agrees by contract to pay a fixed amount each year to the donor or another beneficiary for life.

Charitable Remainder Trusts

A donor may establish a trust from which he/she (or their beneficiaries) receive annual payments for life and/or a specific term of years.  At the end of the term, the remainder of the trust assets go to Ann’s Place for the purposes designated by the donor.