1849 Society

Dear Friends,

As the 175^th anniversary year comes to a close, we are pleased to introduce to you an opportunity that helps ensure that Friendly Senior Living is sustained and thriving for the next 175 years and beyond.

A Legacy of Caring

Since 1849, Friendly Senior Living has been committed to providing compassionate and excellent care and services to seniors in our community. Friendly Senior Living today, has evolved into a continuum of caring communities while remaining true to our roots. Our non-profit mission is rooted in ensuring that every senior who calls one of our communities home: Cloverwood, Glenmere, Linden Knoll or Friendly Home, is served with the utmost dignity, respect, and care they deserve. As we look to the future, we know that this mission can continue to thrive with the support of generous individuals like you.

The 1849 Society recognizes those who include Friendly Senior Living in their estate plans, whether through a bequest, charitable gift annuity, trust, or other planned giving options. Your participation in the 1849 Society is a wonderful way to leave a legacy while helping to ensure exceptional care for generations to come.

Why Consider a Planned Gift?

Planned gifts are a thoughtful way to support the long-term sustainability of Friendly Senior Living without affecting your current financial situation. These gifts often come with significant tax benefits, allowing you to create a lasting legacy while receiving potential financial advantages. A planned gift can also provide you with the satisfaction of knowing that you have helped build a strong future for those who will need our services.

Types of Planned Gifts

There are many ways you can make a planned gift to Friendly Senior Living. Some of the most common options include:

• Bequests: A gift made through your will or trust, directing a specific amount or percentage of your estate to Friendly Senior Living.
• Charitable Gift Annuities: A gift that provides you with fixed annual payments during your lifetime and a charitable tax deduction, with the remainder benefiting Friendly Senior Living after your passing.

• Retirement Account Beneficiaries/Qualified Charitable Distribution – QCD: Naming Friendly Senior Living as a beneficiary of your IRA, 401(k), or other retirement accounts.
• Life Insurance: Donating a paid-up life insurance policy or naming Friendly Senior Living as a beneficiary.
• Charitable Remainder Trusts: A trust that provides income to you or a loved one during your lifetime, with the remainder going to Friendly Senior Living.

The Impact of Your Gift

Your planned gift to Friendly Senior Living will help fund crucial programs and initiatives that enhance the lives of our residents. As Friendly Senior Living moves boldly into the future, we seek to continue to be a leader in the senior living industry by providing new ways of engaging residents, helping our staff pursue career goals, using technology to work better and smarter, and continuously enhancing our campuses to exceed expectations. From enriching activities to specialized healthcare services, your legacy will ensure that we continue to meet the growing needs of seniors in our community.

Join the 1849 Society Today

If you are considering a planned gift to Friendly Senior Living or if you have already included us in your estate plans, we would be honored to welcome you into the 1849 Society. As a member, you will receive special recognition and the satisfaction of knowing your generosity will have a meaningful, lasting impact.

We would be happy to answer any questions you may have or provide you with additional information about the 1849 Society and how you can get involved. Please feel free to contact us at (585) 789-3154 or qterrar@sevraqylfravbeyvivat.bet or visit our website at www.friendlyseniorliving.org/donate.

With the ongoing support of community partners like you, Friendly Senior Living will grow and flourish for the next 175 years and beyond! We are honored by the past, proud of the present and focused on the future. Thank you for showing that friends care always.

Sincerely,

Jennifer Muniga
Development Manager