The Future Needs

Friends Village.

Plan now and have a lasting impact.

Three elderly men in red shirts waving and smiling at the camera, with one kneeling next to a black dog, on a grassy field during a community event, with other people in the background.

You can make a difference.

You can leave a legacy.

For more than 125 years, Friends Village has made a difference in the lives of older adults. Throughout its history, Friends Village has sought to provide for older adults of moderate means. Quaker innovation and quality in aging services continue today because previous generations of donors made it possible.

But I’m not rich.

Legacy giving is not just for the wealthy. Many people have the capacity to create a planned gift. By making a planned gift today, you can support the continued vitality of Friends Village with little or no impact on your current income. Some planned gifts can even provide additional income.

Why make a Planned Gift?

Planned Giving allows you to express your values while meeting your personal, family and financial goals. Planned Gifts allow you to make a meaningful gift without affecting your current budget. They often provide significant tax advantages as well. You can support Friends Village, allowing us to continue to offer a community of kindness and intention, and further improve the lives of older adults through innovative, evidence-based programming and assistance. What has been important to you? What impact do you want to have?

Isn’t it complicated?

It can be as simple as adding a sentence to your will or naming Friends Village as a beneficiary of your retirement plan. Friends Village has partnered with Friends Fiduciary Corporation to help you understand your options.

A woman with blonde hair sitting at a table with a colorful fall flower arrangement in a black vase with a smiling face design.
Two women smiling and hugging outdoors in a garden with blooming pink flowers and trees in the background, sunlight shining.

Join the Mary Walker Society.

In 1958, prominent Newtown resident Mary Walker named Friends Boarding Home in her will. Her bequest and bequests from others like her allow Friends Village to fulfill our founding mission of caring for older adults of moderate means. The Mary Walker Society honors our Planned Giving donors. They ensure Friends Village will continue to fulfill its mission in the future.

Group of people, mostly elderly and middle-aged women, and a few men, sitting and standing outside on a sunny day, all wearing red shirts with a white house logo, some holding small bags, and one person with a service dog.
An elderly woman and a young girl sitting at a table, looking at a book together, with colorful markers and papers on the table, in a room with a whiteboard and decorations.

Ways to make a Planned Gift.

  • The most frequently made Planned Gift is a bequest. It's easy. Simple language stating your wish to include support for Friends Village can be added when you prepare a new will, or add a codicil to an existing one.

  • As simple as filling out a form, a beneficiary designation is another easy way to make a Planned Gift to Friends Village. Financial accounts, retirement accounts, and life insurance policies request that you name a beneficiary. You can specify the individuals and charities you want to support and the percentage of the assets you want each beneficiary to receive.

  • A Charitable Gift Annuity (CGA) provides a fixed lifetime income payment to you as the donor or to one or two other lifetime beneficiaries (annuitants) that you designate. After the death of the annuitant(s), the remainder of the gift is transferred to the Friends Village account at Friends Fiduciary Corporation. There are multiple benefits:

    -Charitable tax deduction in the year of the gift.

    -Fixed quarterly payments for life.

    -A portion of the income is tax free for the life expectancy of the annuitant(s).

    -Assurance that Friends Village will benefit from the charitable remainder.

  • Charitable gifts can be made with cash, but many are made by donating appreciated assets such as stocks. If you sell appreciated securities in order to make a charitable gift, you will owe capital gains tax on the proceeds of the sale. However, if you transfer appreciated securities directly to a charity to make a charitable or planned gift, you (1) can defer and/or avoid the capital gains tax and (2) can take a charitable deduction for all or a portion of the total fair market value of the securities contributed depending on the type of gift. Friends Fiduciary can accept appreciated securities for annual and planned gifts to benefit Friends Village.

  • There are many options for supporting our mission through legacy giving. A plan can be tailored to meet your financial needs while supporting Friends Village with little or no impact to your current income.

Who can help?

Friends Fiduciary is a Quaker nonprofit providing socially responsible investment management and charitable gift administration services.

To get answers to your questions or more detailed information, contact:

Karen Haney

Advancement Director, Friends Village

khaney@friends-village.org

Mimi Blackwell

Director of Philanthropic Services, Friends Fiduciary

mblackwell@friendsfiduciary.org