Leave a Legacy of Caring
Thoughtful gifts that help The Caring Place serve neighbors in Georgetown and northern Williamson County — today and for generations to come.
Planned giving is a way to make a meaningful gift that fits your life, your goals, and your values. Some planned gifts cost you nothing today and take effect in the future. Others provide income or tax advantages to you now. Every one of them helps The Caring Place continue providing food, shelter, and dignity to families in crisis, right here at home, for years to come.
Gifts of every size leave a lasting legacy. You don't need great wealth to make a difference; you simply need the desire to care for your community beyond your lifetime. Below are the many ways you can give. Your attorney or financial advisor can help you choose what's right for you, and our Engagement team is always glad to help you and your advisors along the way.
Gifts That Cost Nothing Today
These gifts let you leave a lasting legacy while keeping full control of your assets during your lifetime. Most take just a simple form or a line in your will.
-
Include The Caring Place in your will or living trust. Gifts of all sizes leave a legacy and help us serve even more neighbors.
-
Name The Caring Place as a beneficiary of your retirement, investment, or bank account—often with nothing more than a simple form.
-
Turn a modest premium into a significant future gift by naming The Caring Place as a beneficiary or owner of a policy.
Gifts That Give Back
These gifts can provide income, tax advantages, or both — letting you support The Caring Place while meeting your own financial goals.
-
Recommend a grant to The Caring Place from your donor-advised fund — a flexible, tax-savvy way to give on your schedule.
-
Donate appreciated securities to potentially avoid capital gains tax while giving more to the mission.
-
If you're 70½ or older, give directly from your IRA — lowering your taxable income and helping families right now.
-
Create income for yourself or your family while planning a future gift, through a charitable remainder or lead trust.
Why Leave a Planned Gift?
Support your neighbors close to home. Every gift stays local, meeting the essential needs of families throughout Georgetown and northern Williamson County with compassion and respect.
Give in a way that fits your life. Whether you want to plan a future legacy, create income, or reduce your taxes today, there's an approach that works for you.
Leave a legacy that lasts. A planned gift ensures your compassion for this community continues to help neighbors for generations to come.
Let Us Know About Your Gift
If you've included The Caring Place in your plans, we hope you'll consider telling us. Sharing your intentions is entirely voluntary and never binding, but it means a great deal to us. It allows us to thank you and express our gratitude during your lifetime, and it helps us plan responsibly for the future.
The Caring Place also makes a special effort to care for the families of those who leave legacy gifts, keeping loved ones informed of the impact of their family member's generosity. A planned gift to The Caring Place means leaving a legacy of caring in our community.
Questions?
We're happy to help you and your advisors explore which planned gift is right for you. Reach out to our Engagement Director, Jonathan Davis, by calling him at 512-943-0727 or emailing him at jdavis@caringplacetx.org, and he'll walk you through the options or provide any information your attorney, broker, or advisor may need.
The Caring Place does not provide tax or legal advice. Please consult your attorney and financial advisor regarding your specific situation.
Are you a professional advisor?
Visit our advisor resource page to learn how we can help you serve the charitable interests of your clients.
