Leave a Legacy

One sentence in your will can make a lifetime of difference.

A quick phone call to your lawyer to add a gift to Westhab in your will is one of the easiest and most flexible ways that you can make a lasting impact—helping Westhab build communities and change lives for generations to come.

With a will, you can designate a specific dollar amount, a specific asset, a percentage of your estate, or the residual amount of your estate after other beneficiaries receive specified amounts.

Your gift will mean the world to us, but what's in it for you and your family?

  • You decide how much to give—no gift is too small.
  • Your gift costs you nothing now.
  • You retain control of your assets during your lifetime and, if your circumstances change, you can modify the gift.
  • You can reduce the tax burden on your estate.
  • You can leave a gift in honor or memory of someone who inspired your commitment to Westhab.
  • You will be remembered for your dedication to our mission: Building Communities. Changing Lives.

If you have any questions about leaving a gift to Westhab in your will, please contact Maureen Natkin at (914) 345-2800 ex. 156 or maureen.natkin@westhab.org. If you have been so generous as to include a gift to Westhab as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity in our Legacy Society.

Other Ways to Give

BENEFICIARY DESIGNATIONS

You can help support our mission for many years to come simply by signing your name. Consider naming Westhab as a beneficiary of any of these types of accounts:

  • Retirement Accounts
  • Life Insurance Policies
  • Bank or Brokerage Accounts
  • Certificates of Deposit
  • Donor-Advised Funds
IRA CHARITABLE DISTRIBUTIONS

If you are over age 70 ½, consider supporting Westhab directly through your Individual Retirement Account (IRA). Giving a donation to a qualified charity, such as Westhab, directly from your IRA can yield tax savings for you and provide valuable support to Westhab. Please consult with your advisors regarding the tax benefits of such gifts and your plan administrator for the required forms.

STOCK

Gifts of appreciated publicly traded securities can offer attractive tax benefits.

Please contact Maureen Natkin for instructions on making an electronic transfer of stock. Maureen can be reached at (914) 345-2800, ex. 156 or maureen.natkin@westhab.org

 

There are many ways to make a meaningful gift to Westhab. The best choice for you will depend on your individual circumstances. Please discuss your gift with your attorney or tax advisor before making a decision.