Planned Giving

Donations to Tabitha help us provide loving support that is otherwise unaffordable to many Seniors. For those we serve who are struggling financially, government-run reimbursement programs and their individual resources are not enough to cover the cost of care. Donations help to make up part of that shortfall.

Every gift we receive makes a life-changing (and sometimes life-saving) difference to those we are privileged to serve.

You can make a difference.

Planned Giving can include family and charity

For many of us, the most significant gifts we’ll ever make are those given at the end of our lives. Whether through estate giving, gift annuities or trusts, planned giving offers many ways for you to accomplish your final wishes while leaving a gift to your community and Tabitha.

Planned Giving doesn’t have to be an either/or decision.

Tabitha has a variety of ways to give:

IRA Charitable Rollover

If you are 70 1/2 or older, an IRA charitable rollover is a way you can benefit this year and help continue Tabitha’s work. If you are at least 73, your rollover can count towards your required minimum distributions each year. Contact your IRA plan administrator to make a gift from your IRA to Tabitha.

BENEFITS OF AN IRA CHARITABLE ROLLOVER

Avoid taxes on transfers of up to $100,000, now indexed for inflation, from your IRA to our organization
Satisfy your required minimum distribution (RMD) for the year
Reduce your taxable income, even if you do not itemize deductions
Make a gift that’s not subject to the 50 percent deduction limits on charitable gifts
Help further the work and mission of our organization

Charitable Annuities and Trusts

Signed into law December 29, 2022, SECURE 2.0 allow you to make a one-time $50,000 distribution directly from an IRA to charities through charitable gift annuities, charitable remainder unitrusts, and charitable remainder annuity trusts, which benefit not only the charity, but also the individual IRA owner. Contact your attorney for more information.

Your Will

Instruct your attorney to add Tabitha Health Care Services to your estate plan for a specific amount, percentage, or appreciated asset such as property, stock, etc.

Insurance policies

If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift to help further Tabitha’s mission. Designate Tabitha to receive all or part of the proceeds of a life insurance policy. Ask your insurance company for a beneficiary designation form.

Retirement Plans

Designate Tabitha to receive all or part of your remaining retirement plan after you pass away. Such transfers can be a very tax-efficient way of making a gift.