Annual Giving
Simpson Senior Services benefits each year by annual gifts that are made in support of our mission “to deliver the highest quality of services with a sense of warmth, friendliness, individual pride and integrity.” Those individuals who support our vision enable us to expand our ministry as we bring compassionate care for seniors into new areas of Eastern Pennsylvania.

Memorial and Tribute Program
You can help Simpson Senior Services fulfill our mission through a gift to our Memorial and Tribute Program. Commemorative gifts offer the opportunity to honor someone special or memorialize a loved one. They can celebrate a birthday or anniversary or pay lasting tribute to a life well lived.

Bequests
We are grateful to the many friends and supporters who have chosen to assure the future success of our communities by making a provision for Simpson Senior Services in their will. By leaving a legacy to Simpson Senior Services, you make a gift that will endure for generations.

Whether a bequest is in cash, securities, real estate, or other property, there are several forms that can be used to accomplish your purposes. A bequest may be made outright (a specific dollar amount or percentage of the estate) or created to take effect after provisions have been made for others. It is not necessary to rewrite your will to provide for the future of Simpson Senior Services. A simple addition or codicil will suffice.

Life Insurance
Contributions of Life Insurance can provide a substantial gift to Simpson Senior Services. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.

Charitable Gift Annuities
Your contribution to Simpson Senior Services can be arranged as a Charitable Gift Annuity, which provides you an immediate major income tax deduction plus a cash flow stream for your life, part of which is also tax-deductible. If you choose, it can also extend for the life of a loved one. The income is contractual, regardless of market fluctuations, and is determined by the size of your gift, your age and the age of your beneficiary. For an illustration of how a Charitable Gift Annuity might benefit you, please use our planned giving calculator.

Retirement Plans
There are many types of retirement plans. For some the value drops to zero when the pensioner dies, but others such as 401-K Plans and IRA’s have a residual value which becomes part of the estate of the deceased. Taxes have never been paid on this residual, and so they are assessed against the persons who receive the assets. They may be gifted to a charitable organization tax-free as a Charitable Remainder Trust, with full credit for the amount of the gift.

For more information
The Development staff at Simpson Senior Services is available to provide you with information on giving opportunities including bequests and gift annuities. Additionally, the staff is available to assist with gifts of cash, stock, or other assets.

For more information about the giving opportunities outlined here, please contact:
James J. Koniszewski, Chief Financial Officer at 610-660-0112 x102
jkoniszewski@simpsonsenior.org.

The official registration and financial information of Simpson Senior Services may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania 1-800-732-0999. Registration does not imply endorsement.

It is important that you contact your financial or legal advisor for information specific to your individual situation.