There are many ways you can give to The Ridgewood at Shenango Valley to make a positive difference in the lives of our residents. In addition, the way you give can also benefit your own financial and tax situation.
To find out what giving option is right for you, talk to your financial planner. You can also learn more about the giving opportunities available by contacting Dawn Hartman, Director of Planned & Major Giving, at 724-588-7610 ext. 1214.
The simplest way to give is an outright gift by check or credit card. Simply click on the link below to get started.Make a Donation
Gifts of stock or appreciated securities can be transferred to The Ridgewood at Shenango Valley. There can be several benefits to you for doing this, including an immediate charitable deduction and avoidance of capital gains tax. Consult with your financial professional for guidance.
If it’s in your heart to give to The Ridgewood at Shenango Valley on a regular basis or you’d like to spread out a large donation over time, you can set up a recurring gift by authorizing a specified amount of money to be electronically transferred, either from your checking account or by a credit card, on a monthly basis. You can cancel your authorization at anytime by notifying us in writing.
A charitable bequest in a will or living trust is the most common type of planned gift arrangement. It can be structured in a variety of ways. You can elect to leave The Ridgewood at Shenango Valley a specific dollar amount or a percentage of the total value of your estate after you have provided for family and friends. Charitable bequests cost you nothing during your lifetime, can be changed if your needs change and can minimize potential estate costs and taxes. Talk to your legal advisor for assistance. If you do include The Ridgewood at Shenango Valley in your estate plans, please let us know so we may thank you for your gift. You will automatically become a member of our Legacy Society.
Another tax efficient way you can make a donation is to name The Ridgewood at Shenango Valley a beneficiary of all or a portion of a retirement account, such as Individual Retirement Accounts (IRAs), 401(k)s, 403(b)s and Keoghs.
A Charitable Gift Annuity (CGA) is an irrevocable charitable gift that pays you and/or a spouse or other beneficiary a fixed income, part of which may be tax-free. It is guaranteed income for life. After the passing of the donor(s), the remainder of the CGA goes to the charity.
Like a CGA, a Deferred Charitable Gift Annuity will pay you and/or another beneficiary a fixed income on a future date which you choose. The longer the delay between the creation of the deferred CGA and the start of payments, the larger the income tax charitable deduction resulting from the gift and the higher the annuity rate.
You can name The Ridgewood at Shenango Valley as a beneficiary or owner of your life insurance policy. This entitles you to an income tax deduction.