Leave Your Legacy with AgingNext

Together we can do more.

Planned giving provides a great opportunity for individuals who want to leave a lasting impact through long-term charitable contributions.

We make it easy with Mary’s Legacy, a planned giving initiative honoring AgingNext’s noble founder Mary Sandoe.

Be a Part of Mary’s Legacy

We can’t always rely on government funding or grants, so your support means everything. Your planned gift will ensure your legacy as a member of the AgingNext family and improve the quality of life for older adults in our community.

What is Planned Giving?

Small effort. Big impact.

Legacy giving is a charitable gift made through a will, trust, estate plan or other legal structure that helps support a meaningful cause you really care about.

Your gift can have immediate impact by establishing a living legacy, or it can be transferred to AgingNext when you’re gone.

Planned giving changes lives.

We make it easy with a seamless process for establishing your charitable gift.

We Put Your Gift to Work

Your gift helps AgingNext…

Deliver on our mission to help older adults age at home with dignity
Have a more stable and predictable financial future
Increase capacity to better serve our clients
Educate the community on the value and impact of planned giving
Create tax benefits for you and your heirs
Contact us today to find out more!
How We Do It

84 cents of every $1 of your gift goes directly to funding AgingNext services. The remaining 16 cents goes to administrative and fundraising expenses – every penny counts!

Our Story in Numbers

Thanks to our generous donors, AgingNext has accomplished amazing things over the last 10 years…

1,384,540 total volunteer hours, that’s $38,040,236 in value from our dedicated volunteers!
Based on 2019 Independent Sector Value of Volunteer Time in California

52,793 Clients helped

350,907 Rides given

14,141 Case management hours

1,532 Home visits

12,943,841 Miles driven by volunteers

69,101 Memory care services hours

Based on fiscal year ending June 30, 2020
Planned Giving is a Gift Anyone Can Afford

There are many ways to fund a planned gift, from cash, investments and real estate to life insurance proceeds, personal property and more. Your financial advisor will help determine what works best to achieve your giving goals. If you don’t have an advisor, we can provide referrals to qualified estate planning attorneys and financial planners.

Food for Thought
Did you know?
  • There are many ways of giving back that involve your estate plan. Ask us.
  • You can consolidate your donations for the next 5 years and take the entire tax deduction this year.
  • If you own real estate, you can benefit by utilizing current tax exemptions.
  • Financial tools such as 401(k)s, IRAs and life insurance can help safeguard your future and support your charitable giving goals.
  • Your planned giving initiative can inspire philanthropic passion in your children and grandchildren.
Leave your mark on the future!
Planned giving is easier than you think. To get started, contact Floy Biggs, AgingNext CEO at (909) 621-9900 or email plannedgiving@agingnext.org
Planned Giving Options and Benefits
If your goal is:
Support the future of AgingNext without affecting your cash flow or portfolio
Best Option – Name AgingNext as a beneficiary of your will or living trust

Benefits – Retain control of your assets during your lifetime and receive an estate tax charitable deduction

Avoid double taxation on IRAs or other retirement plans while supporting our mission
Best Option – Name AgingNext as a beneficiary of your retirement plan; save taxes and leave other assets to your family

Benefits – Eliminate income and estate taxes on your retirement plan; free up other assets to pass on to your heirs

Utilize an overlooked asset to provide substantial support to AgingNext
Best Option – Donate a life insurance policy you no longer need, name us as the beneficiary on an existing policy

Benefits – Increase your ability to support us without affecting your lifestyle

Make the simplest, current donation
Best Option – Give by check, debit or credit card

Benefits – Receive an income tax charitable deduction and make an immediate impact at AgingNext

Leverage more generous support to AgingNext and avoid capital gains liability
Best Option – Donate appreciated stock, bonds or mutual funds

Benefits – Buy low and give high – “tax-wise” support that provides you with capital gains tax avoidance and an income tax charitable deduction

Use personal property to support the mission of AgingNext
Best Option – Donate tangible personal property

Benefits – Receive an income tax charitable deduction for the value of the gift and avoid tax on any gains

Tap one of the most valuable assets in your portfolio to support AgingNext
Best Option – Donate real estate

Benefits – Avoid capital gains tax, receive an income tax charitable deduction, and remove a large asset from your taxable estate

Meet Mary / AgingNext Founder
In 1975, Mary Sandoe found herself frustrated with the inability to find transportation for her older friend, who despite severe disabilities, was very active in the community doing much-needed volunteer work.

She spearheaded a needs assessment that included four local retirement communities, Claremont Manor, Hillcrest, Pilgrim Place and Mt. San Antonio Gardens, as well as the Claremont Graduate University.

These organizations worked together to identify those services that were most needed by seniors living independently in the area. As a result, transportation was identified as the most needed, and least available, service. In 1976, under Mary’s leadership, Baldy View Community Services for the Aged responded to the transportation dilemma by starting Get About using two borrowed vans from the Claremont Red Cross.

From the beginning as Baldy View Community Services for the Aged, and now as AgingNext, our nonprofit has served as convener, information resource and collaborator on senior issues in parts of Los Angeles and San Bernardino counties. We are there when our clients and their families need us most…when transportation is required, when a caregiver is needed, when socialization is imperative to feeling connected and when guidance and a friendly smile make all the difference.

And her story continues…

Your consideration of a gift will help to ensure your legacy as a member of the AgingNext family and will improve the quality of life for our clients and their families. Depending on your stage in life, Mary’s Legacy can help you explore your financial options.

We invite you to be a part of Mary’s Legacy and make an impact on the lives of older adults, now and well into the future.

Remember, the best gift is the one you give to someone else.

To get started, contact Floy Biggs, AgingNext CEO at (909) 621-9900 or email plannedgiving@agingnext.org

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From Our Blog

How much water should you drink each day?

Gale began attending the AgingNext Caregiver Support Group meetings over 17 years ago when her father was diagnosed with Leukemia. Shortly after his passing, her mother was diagnosed with vascular dementia and Gale became her caregiver. To better prepare for what lay ahead, Gale became a Certified Gerontologist.

Volunteer Spotlight: Gale Taylor

Gale began attending the AgingNext Caregiver Support Group meetings over 17 years ago when her father was diagnosed with Leukemia. Shortly after his passing, her mother was diagnosed with vascular dementia and Gale became her caregiver. To better prepare for what lay ahead, Gale became a Certified Gerontologist.

2020 has changed many things… but not Bill and Pat!

We have all heard the phrase that in life, “change is the only constant”. This has certainly been true the last few months. During these unprecedented times, it is nice to know that the cornerstones of life remain the same.

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AgingNext
141 Spring Street, Claremont, CA 91711

Call: (909) 621-9900     Fax: (909) 741-7296     Email Us

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AgingNext is a 501(C) (3) Nonprofit registered in the US under EIN: 95-3100466.
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