Philanthropy
New Year, New Opportunities: Embrace Planned Giving
Start Your Journey Today Planned giving is a powerful way to ensure your generosity continues to make a difference for years to come. By contributing through planned giving, you directly support programs that bring hope, connection, and dignity to older adults, helping them lead thriving lives in our community. Explore the options available to create a lasting legacy: • Bequests: A simple yet impactful way to give is by including PCOA in your will or living trust. This option allows you to align your legacy with your values while making a lasting contribution. • Gifts of Appreciated Stocks or Securities: Donating stocks is a strategic way to maximize your impact while receiving tax advantages. By giving appreciated stocks, you may avoid capital gains taxes and enjoy a charitable deduction, all while supporting PCOA’s vital programs. • Charitable Trusts: Create a gift that benefits both your loved ones and PCOA. Charitable trusts offer flexibility, enabling you to provide for your family while supporting older adults in need. • Gifts of Life Insurance: A simple, cost- effective way to leave a meaningful
As we welcome a brand-new year, many of us take the time to reflect, set goals, and plan for the future. This year, why not consider a resolution that creates a lasting impact? Planned giving is a meaningful way to align your personal values with your financial goals while supporting the mission of Pima Council on Aging (PCOA). Planned Giving: It’s for Everyone A common misconception about planned giving is that it’s only for those with significant wealth. In reality, anyone can participate, regardless of the size of their gift. From a modest bequest in your will to a simple gift of appreciated stocks, every contribution strengthens our programs and services. It’s a powerful reminder that generosity isn’t measured by the amount but by the difference it makes. Your generosity could mean: • A homebound individual receives a warm meal and a friendly smile through Pima Meals on Wheels. • A caregiver finds guidance and resources through training programs and support groups. • An older adult gains physical and mental strength in a wellness class. • A family impacted by dementia finds community at a Memory Café. Every gift tells a story of kindness and compassion.
legacy is by naming PCOA as a beneficiary on your life insurance policy. Each option offers unique benefits, ensuring your support reaches those who need it most while meeting your financial and personal goals. The New Year is the perfect time to take the first step toward planned giving. You don’t have to navigate this alone—our team is here to help. Visit legacygiving.pcoa.org or call us at (520) 790-7573 ext. 5042 to learn more.
This gift is from: Name: ___________________________________ Address: _________________________________ City: _____________State: _______ Zip: ______
Yes! I care and want to support older adults aging well:
A one-time gift of $__________ A recurring monthly gift of $________ charged to my credit card ($10 minimum). $30 $50 $75
Card # Exp
My check made payable to PCOA is enclosed. Please charge my gift to my credit card ($10 minimum charge).
Security Code
All donations to PCOA are eligible for the Arizona charitable tax credit.
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Pima Council on Aging
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