Gift Options

Bequests (in a will or living trust)
– Leave a lasting legacy by designating Birch Family Services as a beneficiary in your will or living trust. You can specify a dollar amount, a percentage of your estate, or the remainder of your assets to support our mission. This can be arranged when creating or updating your estate plan.

Beneficiary designations (life insurance, retirement accounts)
– Name Birch Family Services as a beneficiary of your life insurance policy or retirement account. These assets can be transferred tax-free by completing a simple beneficiary designation form provided by your plan administrator.

Charitable trusts
– A Charitable Remainder Trust allows you to make a meaningful future gift while receiving income for yourself or a loved one. By transferring assets to the trust, you or your designated beneficiaries receive income for life or a set term. Upon termination, Birch Family Services receives the remaining assets to continue its vital work.

Gifts of real estate or other appreciated assets
– Donate real estate, stocks, or other appreciated assets to Birch Family Services to maximize tax benefits while making a lasting impact on the individuals and families we serve.