Legacy Giving

Thank you for considering a legacy gift to Mary’s Woods! Your gift will continue to make a difference in residents and families’ lives for years to come. You have our humble admiration for your foresight and compassion in providing for Mary’s Woods residents in need.

There are many ways to remember Mary’s Woods in your estate plan and become a Gold Medallion member:

  • Residents may assign a percentage of the refundable portion of their entrance fee to Mary’s Woods through the resident-driven Give 10 program. This revocable commitment can be changed at any time, if your circumstances or financial needs change.
  • Add Mary’s Woods as a beneficiary designation for your IRA, retirement plan or life insurance policy.
  • Consider establishing a charitable gift annuity with a gift of $10,000 or more or funding a charitable remainder trust.

HEART OF GOLD LEGACY CHALLENGE!

If you create a legacy gift before June 30, 2021, your promise will generate an immediate $5,000 donation to the Resident Fund. The Heart of Gold Legacy pool is made possible by a group of passionate residents. If you’re full of gratitude for your community and want to leave your legacy, here’s the next step:

Reach out to:

Colette Rees
Director of Philanthropy at Mary’s Woods
crees@maryswoods.org | (503) 675 2066

Colette is available to assist, answer questions and provide any necessary forms for use with your financial or legal advisor.

 

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