Legacy and Planned Giving

Create a Legacy That Lasts

Your generosity today can shape the future for generations to come. Planned giving allows you to align your philanthropic goals with your financial and estate plans. Whether you want to provide lifetime income, support BHI through your retirement assets, or leave a meaningful bequest, there are many flexible options that let you make an enduring impact.

Ways to Give

Explore the many ways you can leave a lasting legacy:

Charitable Bequests

Leave a gift in your will or trust to sustain BHI’s mission for future generations.

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Stock

Contribute appreciated stock directly to BHI to give more while saving on capital gains taxes.

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Donor-Advised Funds

Recommend a grant from your existing DAF to quickly and flexibly support BHI’s programs.

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Retirement Plans

Designate BHI as a beneficiary of your retirement accounts to reduce taxes and strengthen your legacy.

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Mutual Funds

Donate appreciated mutual fund shares to avoid capital gains taxes and maximize your charitable impact.

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Real Estate

Transform property you no longer need into lasting support for seniors across BHI communities.

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Life Insurance

Name BHI as beneficiary or owner of a policy to turn future proceeds into meaningful impact.

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Charitable Remainder Trusts (CRTs)

Secure lifetime income for yourself or loved ones, with the remainder supporting BHI.

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Charitable Lead Trusts (CLTs)

Provide steady support to BHI now while passing assets to loved ones later with potential tax savings.

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IRA Charitable Contributions (QCDs)

Use your IRA’s required minimum distributions (RMDs) to make a tax-wise gift directly to BHI.

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Driven by Purpose, Guided by Care

Every gift, large or small, helps us continue our mission of serving seniors with dignity, compassion, and excellence.

Sustains vital programs

like benevolent care, employee support, and enrichment opportunities

Provides stability for the future

ensuring BHI communities remain strong for years to come.

Offers personal benefits

such as tax savings, income streams, and peace of mind that your values will live on.