Serving one another with time, talent and treasure creates a compassionate community for all.
Gifts of Cash
This can be as simple as writing a check to Landis Homes and mailing it to Gift Planning Services, Landis Homes, 1001 East Oregon Rd., Lititz, PA 17543 or dropping it off at the Gift Planning Services Office located in the Harvest View Main Entrance Atrium
Authorize a charge on a credit card is as easy as following this link to Donate Now.
Gift of Pension Funds
Recent laws provide for the opportunity to transfer IRA funds to a charitable organization during lifetime. This transfer does not trigger an income tax liability, but no charitable deduction is earned. The funds must be transferred directly to the charitable organization without passing through your hands.
Any qualified retirement plan or part thereof can be designated for charity during lifetime but paid at death. This is accomplished by completing a new beneficiary form. This transfer is not subject to any tax.
Gift of Real Estate or Tithing Sale Proceeds of Personal Residence
Persons moving to Landis Homes can usually take their applicable exclusion on capital gain when they sell their personal residence. A tithe can be given outright designated for various funds or they can be used to purchase a charitable gift annuity.
With professional counsel, a transfer of an investment or second property may benefit the donor as well as Landis Homes.
Gift of Securities, Stocks or Mutual Funds
Many people who own stocks, shares in mutual funds or other securities face a problem of how to turn their investments into cash without losing a large portion of their gains to taxes. One answer is to donate all or a portion of your investment to Landis Homes. The Benefits of this type of gift includes getting an immediate tax deduction, avoiding capital gains tax, and converting the assets to cash.
This is the keystone of your estate plan. Family considerations should be reviewed as the years go by. The opportunity for remembering the needs of others at Landis Homes can be included as part of the charitable bequest in your will with suggested legal language as follows: " your name," of "city, state, zip" give, devise and bequeath to Landis Homes, Federal Tax ID 23-2194364, 1001 East Oregon Road, Lititz, PA 17543, "percentage of my estate" for its unrestricted use or name of specific Landis Homes fund.
Charitable Gift Annuity
Your gift (minimum $5,000) in the form of cash or securities that have appreciated in value can provide a lifetime fixed annuity payment for you based upon your age. After your demise the remainder in the annuity is received into the Landis Homes fund that you designated. To learn more...
Charitable Remainder Trust
This Life income plan is well suited to receive investment real estate as the gift asset. Tax on capital gain is avoided in this gift transaction if the property is transferred prior to signing any sale or option agreements. To learn more...
Gift of Life Insurance
If survivors needs have diminished, a life insurance policy can be a wonderful gift to charity. This can be accomplished by simply changing the beneficiary form. Depending on the type of policy, various options should be considered through a discussion in our office. To learn more...
Gift of Insurance Annuity
Gifts of Life Insurance policies or Life Insurance Annuities which are realized at death, can be accomplished through naming Landis Homes as a beneficiary on the beneficiary form. All accumulated earnings in the annuity would be paid out tax free.To learn more...
Our staff team is available to hear your questions and goals and to work with you in creating plans that fit. Please to learn more about ways we can impact individuals and the community together.
Landis Homes Retirement Community
1001 East Oregon Rd
Lititz, PA 17543-9206