Residential LivingWith Assisted Care
250 Columbia Boulevard
Waterbury, CT 06710
Residential Living With Assisted Care
Planned Giving
A simple bequest is a popular and meaningful way to donate to Southmayd Home that reduces your estate taxes. If you have questions or need additional information about making a bequest to Southmayd Home, please call Valerian Gomez, Southmayd Home Executive Director, at 203-754-0360.
STARTING THE BEQUEST PROCESS
The following wording is provided to assist you in working with your attorney, accountant and other advisers for a "specific bequest" to Southmayd Home:
"I give and bequeath the sum of _____ dollars, $______ to Southmayd Home, Inc., a Connecticut charitable corporation or its legal successors, for its general uses and purposes."
A bequest can also specify a percentage of your estate or another asset (called a “percentage bequest”). In this case, the following wording might be used:
"I give and bequeath ____% of my estate to Southmayd Home, Inc., a Connecticut charitable corporation or its legal successors, for its general uses and purposes."
When working with your attorney, accountant and other advisers, please provide them with the legal name and address: Southmayd Home, Inc., 250 Columbia Boulevard, Waterbury, CT 06710, and Southmayd Home’s Employer Identification Number: 06-0646903.
THE ATTRACTION OF BEQUESTS
You gain the satisfaction that comes from knowing your support allows the ladies of Southmayd to lead a dignified life. A bequest does not jeopardize your family’s security, making it appealing to many for a number of reasons:
A bequest is revocable
No change in your lifestyle results from making a bequest commitment
Your heirs can be provided for first, followed by Southmayd Home
Your estate taxes reduce when your assets are passed to charitable organizations
Your future financial circumstances are not threatened
You can set a specific dollar amount or item of value (a “specific bequest”) to be given
Learn More
Southmayd Home
250 Columbia Boulevard
Waterbury, CT 06710
203 754-0360
Southmayd Home
250 Columbia Boulevard
Waterbury, CT 06710
203 754-0360