James F. Seagle, Jr. Legacy Society
Your commitment to Rogerson has already advanced our mission to ensure that seniors—particularly those facing economic or health challenges—have access to excellent “aging in community” opportunities.
Through your estate plans, you can continue to build on the legacy of impact that our longest tenured president, James F. Seagle, Jr., began in 1973. In recent years, a number of our donors have made bequests to Rogerson to ensure that the organization has the resources to continue its mission well into the future. If you are among them, we thank you.
Benefits of Making an Estate Gift to Rogerson
Estate plan gifts through a will, trust, donor-advised fund, retirement plan, or life insurance policy:
- Are an easy way to support Rogerson.
- May allow you to make contributions that are not otherwise possible.
- Can be tailored and made to meet your personal and familial objectives.
- May be made through a variety of asset types (cash, securities, personal property, etc.).
- Are deductible for federal tax purposes, with no limit on the amount of the deduction. They are generally not subject to state inheritance or estate taxes.
Rogerson encourages you to consult you financial and legal professionals to ensure the giving vehicle matches your personal estate plans and philanthropic intents.
Bequests to Rogerson can be given in the form of:
- A specific asset or amount of money.
- A percentage of your estate assets.
- A residual amount that is left in your estate after other specific bequests have been satisfied.
- An amount or percentage of your estate, contingent on the occurrence of an event.
- A designation of Rogerson as a beneficiary of your life insurance policy.
We hope you will consider including Rogerson Communities in your plans, and encourage you to contact us to discuss the giving strategies and join the James F. Seagle, Jr. Legacy Society.
To discuss your plans, please contact Courtney A. Barth, VP of Advancement at 617-469-5822 or barth@rogerson.org. Thank you!