Evergreen Society

Planned Giving In Support of Continued Excellence

Planned Giving refers to designing a financial plan for an individual's estate which includes contributions to charitable endeavors.  An estate can include cash, stocks, bonds, retirement benefits, life insurance, real estate, or other property acquired during a lifetime.

Most planned gifts are made through a person's will or last testament, although there are other vehicles that can be utilized depending on the particulars of one's estate.  Planned giving should always be developed in consultation with an attorney.

The Board of Directors of Rufty-Holmes Senior Center has established the Evergreen Society to recognize and honor those individuals who have chosen to include Rufty-Holmes Senior Center in their wills and estate plans, and/or have made significant gifts to benefit the Center during their lifetimes.

Over $230,000.00 has been contributed to Rufty-Holmes Senior Center in "planned gifts" to date.  These gifts have allowed the Center to build an extra parking lot, establish an operating fund reserve, and complete various needed capital and building projects.

Appreciating the personal nature of wills and bequests, all information is treated with the utmost confidentiality.  Members of the Society are asked to indicate the level of recognition they feel comfortable with, and such is strictly respected.

For more information on the Evergreen Society and planned giving, please feel free to make a confidential inquiry with the Executive Director (rick@ruftyholmes.org).

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