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PLANNED GIVING

Planned giving process

Planned giving for Wellness House provides a unique opportunity for individuals to leave a lasting legacy while supporting a cause close to their hearts. By including Wellness House in their estate plans, donors can ensure that their generosity continues to make an impact long after they are gone. Planned giving options include bequests, charitable gift annuities, trusts, and beneficiary designations on retirement accounts or life insurance policies. These gifts help Wellness House sustain and expand its vital services, offering hope and support to individuals and families affected by life-threatening illnesses.

Leaving a legacy through planned giving is not only a thoughtful way to contribute to the future of Wellness House, but it also offers financial benefits to the donor. Many planned giving options provide significant tax advantages, reducing the donor's estate taxes and ensuring that more of their assets go to their chosen beneficiaries. By working with financial advisors and the planned giving team at Wellness House, donors can create a personalized giving plan that aligns with their financial goals and philanthropic values. Through planned giving, individuals can make a meaningful difference in the lives of others, ensuring that Wellness House can continue its mission for generations to come.

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