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Planned Giving

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A Legacy of Supporting Older Adults

Make a gift to help support older adults in our community through planned giving. Your legacy demonstrates the values you hold dear, and COAbc takes seriously your commitment to pay it forward.  Learn how you can make a real impact and benefit COAbc in your estate plan. Please contact us with questions and tell us about your intent to bequeath a future gift to COAbc.

Wills and Living Trusts

“I give to the Council on Aging of Buncombe County, Inc., a North Carolina non-profit corporation with current Tax ID Number 23-7410586 the sum of $________, for its general charitable purposes.”

“I give to the Council on Aging of Buncombe County, Inc., a North Carolina non-profit corporation with current Tax ID Number 23-7410586 __________% of the rest and remainder of my estate, for its general charitable purposes.”

Retirement Accounts

Maximize tax-deferred savings and help older adults in our community age with choice.  Name COAbc as the beneficiary of your traditional IRA account, 401(k), or Keogh plan.  You can also name COAbc as the beneficiary of your Roth account, but please understand that this will not result in any income tax savings.  Request a beneficiary designation form from your employer or the custodian of your retirement account, and name COAbc as a primary or contingent beneficiary of your retirement assets. 

Life Insurance

Designate COAbc as the beneficiary of some or all of a new or paid up life insurance policy.  To make COAbc the beneficiary of an existing life insurance policy, request a change of beneficiary form from your insurance company.  COAbc’s full name is Council on Aging of Buncombe County, Inc.

Additionally, COAbc can be the Transfer on Death (TOD) or Payable on Death (POD) beneficiary of your stock or brokerage account.  

If you would like to leave a non-cash asset to COAbc, we recommend that you contact us or your attorney for more information. We encourage you to consult your attorney and/or financial advisor to ensure that your planned giving coincides with your other estate planning goals.

Council on Aging of Buncombe County, Inc. is a 501(c)(3) organization and your gift is tax-deductible to the extent allowed by law.  Council on Aging of Buncombe County, Inc. is registered with the Secretary of State of the State of North Carolina.  EIN 23-7410586

Checks may be made payable to Council on Aging of Buncombe County, Inc., 46 Sheffield Circle, Asheville, NC 28803.  For more information on donating, call (828) 277-8288, ext. 1312 or email karenwm[at]coabc.org. 

 

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