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affiliations and partnerships:
The Jewish Federation of Greater Houston
Association of Jewish Aging Services
Leading Age Texas
Leading Age
Baylor College of Medicine - Physical Medicine and Rehabilitaion
Alzheimer’s Association
Jewish Senior Care Services
Houston, Texas

Planned Giving

My aunt was a resident at your lovely nursing home for over nine years. If it were not for your facility’s wonderful care, I know that she would not have enjoyed the last years of her life as much as she did and she would not have lived as long as she did.
Rita M.

The following are the most common types of planned gifts. These are simply an overview of your options, and are not intended to constitute tax, accounting or legal advice. Donors should consult with their own professional advisors regarding a planned gift.

  • Bequests
    The most popular type of planned gifts. Anything you leave to a charitable organization will reduce the size of your taxable estate, while helping a good cause. A bequest may be a specific dollar amount, a percentage of an estate or a specific asset. Regardless of the size of your estate, a bequest can be made to a charity of your choosing. The entire value of a bequest is eligible for an estate tax charitable deduction.
  • Outright Gifts
    Immediate gifts or cash, appreciated securities, real or tangible property are welcome gifts to Seven Acres.
  • Wills and Revocable Living Trusts
    A gift made through your will or living trust permits you to retain all your assets during your life. Designation may be for a percentage of your estate, a specified amount or for the residue of your estate.
  • Charitable Trusts
    Charitable trusts can provide life income to you and/or a loved one. After your lifetime(s), the trust principal passes to Houston Hospice. You may name other charities as principal recipients as well.
  • Charitable Gift Annuity
    In return for tax-deductible contributions, Seven Acres pays a fixed life income to you and/or a lived one. After your lifetime(s), the remaining balance passes to Seven Acres.
  • Life Insurance
    When added protection of an insurance policy is no longer needed, transferring the policy's ownership to Seven Acres can result in tax benefits for you and a generous gift to Seven Acres.
  • Charitable Lead Trusts
    If you desire to retain ownership of the trust principal to meet future financial goals for your family, but have ample income now, a charitable lead trust directs income from the trust to Seven Acres for the specified terms of the trust. After that period of time, the principal returns to you or your designee.
  • Beneficiary Designations
    You may add Seven Acres as a revocable beneficiary of your qualified IRA, pension plan, bank account or insurance policy.

For more information regarding ways to give to Seven Acres through Planned Giving please contact our Advancement Office.

Gayle Kinnie
Director of Development
713-778-5781
gayle@sevenacres.org

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