Planned Giving
Did you know there are creative ways to support Surrey Services for Seniors? Ways in which Surrey, you and your loved ones all benefit at the same time?
Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Surrey.
Name Surrey in Your Will
Make us part of your family. A gift through your will or estate is the easiest gift you can make today.
- Learn More »
- Here's the language to use in your will »
- Or use a simple codicil to modify your will »
Retirement Accounts: A Wise Charitable Gift
You can make a significant gift to Surrey with retirement plan assets without adverse effects to your lifetime finances.
Stocks and Investment Accounts: You've Planned for the Future
You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
Meet Our Donors
Support Essential Services
Surrey’s vital transportation programs can provide more essential rides thanks to a bequest by Monika Krug. Monika was a longtime volunteer at Surrey, helping in the Surrey Consignment Shop and on fundraising committees.
Through this volunteer experience, she saw how difficult it is for older adults who can no longer drive and how important Surrey transportation services are for rides to medical appointments, essential errands, and to Surrey centers. As Sue, a rider wrote, “Surrey’s driver helped relieve the anxiety I felt about my medical procedure. He was cheerful and even made me laugh. That helped me immensely.”
Monika bequeathed her car to the program, and it was immediately put into use helping those Monika most wanted to assist.
Strengthen Surrey for the future
Anne Torchiana enjoyed brightening people’s days. She believed connection with others was essential to personal growth and happiness. As a Surrey volunteer, Anne made friendly phone calls to a group of homebound individuals she called her “people”.
She also volunteered in Surrey’s member services and home care departments. Her cheerful personality made everyone’s day happier. Anne was always thinking about Surrey members in need, so it was not surprising that she left a planned gift to Surrey in her will.