Legacy Giving

Adding just a few sentences in your will or living trust could make a huge difference to SAGE.

You retain full control of your assets during your lifetime, but you can choose to leave SAGE:

• A specific item
• A specific amount of money
• A gift contingent on certain events or conditions
• A percentage of your estate

To leave a specific dollar amount, you can use this language:

I give, devise, and bequeath $XX [numeric dollar amount] ($XX [dollar amount spelled out]) to SAGE, EIN 13-2947657, currently doing business at 305 Seventh Avenue, New York, NY 10001, or its successor-in-interest, to be used for general operating support.

To leave a percentage of your estate, you might use this language:

I give, devise, and bequeath XX [fill in percentage] percent of my Residuary Estate to SAGE, EIN 13-2947657, currently doing business at 305 Seventh Avenue, New York, NY 10001, or its successor-in-interest, to be used for general operating purposes.

Note: A specific dollar amount comes “off the top” of an estate, or before any deductions are made. A percentage donation is made from what’s left after your other gifts are accounted for.
For more information, email Jerry Chasen, SAGE’s director of legacy planning, or call him at 212-741-2247 x 240.

One of the easiest and smartest ways to make a gift is to designate SAGE as the recipient of your retirement plan contributions. These include any type of tax-deferred account, including an employee retirement plan, an IRA, or a tax-sheltered annuity.

It’s easy because the only thing you need to do is complete a beneficiary designation form. These are readily available—often downloadable—from your plan’s website or from your financial advisor.

It’s smart because SAGE is a nonprofit organization, so we will receive the full amount you give without having to pay taxes on it. However, if you designate a person (at least, a person you’re not married to) as your beneficiary—say, your niece—she may see as little as 30 percent of the full amount because of estate and deferred income taxes.

Designate SAGE as your retirement plan beneficiary using our Federal Tax ID Number: 13-2947657 or for more information, email Jerry Chasen, SAGE’s director of legacy planning, or call him at 212-741-2247 x 240.

You can contribute life insurance in two ways:

• Name SAGE as a beneficiary of your policy
• Transfer ownership of your policy to SAGE, or purchase a policy for SAGE. This choice can result in an income tax deduction.

For more information, email Jerry Chasen, SAGE’s director of legacy planning, or call him at 212-741-2247 x 240.

Is your largest asset your home, a vacation spot, or an investment property? These are examples of appreciated real estate.

You can contribute all or a portion of your property to SAGE, and you can do this as a current gift or as a future gift in a will or living trust.

In fact, if you contribute real estate to SAGE, you won’t pay tax on the appreciation and you’ll get you a tax deduction. You could even make a gift of residential property, receive a tax deduction, and still use the property.

For more information, email Jerry Chasen, SAGE’s director of legacy planning, or call him at 212-741-2247 x 240.

“Charitable gift annuity” might sound complex, but it’s essentially another—albeit slightly more complicated—way for you to get a tax deduction by giving money to SAGE. Here’s how it works:

• You make a donation to SAGE
• That donation is set aside and invested
• You receive a monthly or quarterly payout from SAGE for the rest of your life.
• The size of your payout is determined by many factors, but once it is established, it is fixed.

In addition to receiving income, you may also be eligible to take a few different tax deductions.

SAGE’s gift annuities are guaranteed by CGA America, which is backed by $150,000,000 in assets held by its sponsoring foundation.

A few other considerations:

• You can have the annuity start now or later—the later the start, the better the rate.
• Annuities can benefit one or two people, so they’re great for a couple.
• If you purchase the annuity with appreciated assets, you can save even more on taxes.

For a no-obligation, customized gift annuity proposal, email Jerry Chasen, SAGE’s director of legacy planning, or call him at 212-741-2247 x 240.

Harvey Abrams & Michael Sites*
John Ackerman
Michael Adams & Fred Davie*
Paul Akeman
Jeffrey Allison & James Lomax
Deanna Alpert
Anonymous
Lennox Arthur
Tim Atkin
Ward Auerbach*
Roman Bachli
Alton Bader
Henry Baker & Jerry Arko*
Ed Baskiewicz & Michael Vaughn
Scott Bennett*
Mark Black & Glen Leiner*
Elizabeth Black*
Ted Bloecher
Duane Bodin
Maryann Bombara
Robert Bouse*
David Braff
Bruce Bromley*
Clifford Browder
Carol Buell*
Michael Burke & Evan Ignall*
Neil Calet
Darrell Calvin
John Campitelli & Roy Peterson
David Canter-McMillan*
Gary Carnow & Barry Soroka
Mishael Carr-Scott
Paul Cassidy & Vernon Evenson
Peter Catenacci & Michael Kuchs
Lawrence Chanen & Jack Burkhalter*
Amy Chasanoff*
Jerry Chasen*
Lisa Chickering
James Chotas*
Bert Cohen
Thea Cook
Jennifer Costley & Judith Turkel
Kenneth Cox
Brian Craig & Michael Swerdlow
Peter Cristopher
Mark D’Alessio
Bruce Deal*
Buddy Dikman & Chuck Davis*
Robert Donohue & David Ochoa
Jack Dowling
Edward Duerholz
Robert Duncan & Thomas Richards
Bonnie Edwards*
Ronald Marc Feinstein*
Lauree Feldman* & Sarah Holland (dec’d)
Lydia Figueroa
Dawn Fischer & Stacey Friedman
Robert Fisher
David Fram & David Cralle*
Alan Francisco-Tipgos
Thomas Franzenburg & Patrick MacGregor
Richard Friedman
Meryl Friedman
Caroline Garcia*
Raymond Gast*
Dino Georgiou*
Jeffrey Goldstein & Warren Seid
Michael Goldstein
Van Gonima
Bette Goodman
Tracey Gordon
Linda Gottlieb*
John Gotwalt*
Kenneth I. Greenstein*
Beatrice Greenstein
Gregory Grinley
Ruth M. Gursky
Melvin I. Hall & Carlos Rivera*
Douglas E. Harris*
Audrey Hartmann
John Hawkins
Anthony Heilbut
John Hennessy & Peter Callman*
Julia Herd
Susan Hester
Margaret Hopkins & Hope Kennedy
Leon Hosang & Milton Ellis
Gary Humbracht
Craig Hutchison
Lawrence Hyer
Gay Marx Lenin Cohen Levi Israel
Kent Johnson & Paul Emmons*
Jean Johnson
Elizabeth Jones & Susan Simon
Leon Kalas
William Karam
Judith Kasen-Windsor
Paul Kennedy
Douglas Kimmel & Ron Schwizer*
Mitchell Klein*
David Kleinberg-Levin
Joan Koenig
Harold Kooden
Max Lam
Marilyn Lamkay*
Eileen Lancella
Richard Landman
Larry Lee & John Moscho
Mark Lefevre
Michael Lehman & Paul Pulver*
Howard Leifman*
Jay Lesiger
Franklin Levine
Carol Levithan
Craig Linden
Frank Liu*
Richard Livesey
Stephen Lourie & Alfonso Rimola
Tressa Love
Martin Markowitz & Kim Olson*
Jill Matthews & Mabel Miranda
Donna McBride & Marilyn Coe
William McCue
David McFadden & Andrew Caputo*
Charles Middleton
William Millard
Robert Kris Miller & Christopher Shirley*
Ward Mintz & Floyd Lattin
Jim Murray
Jon Nathanson & Richard Feldman*
Heidi Newburg
Stanley Newman & Brian Rosenthal*
Robert Newton
Roger Nichols & Gary Weisenborn
Daniel Nickolich
Robert Nielsen
Michael Norton & Randall Rayon
James O’Sullivan
Jim Obergefell*
Thomas Olson & William Lewis*
Walfrido Patawaran
James Pepper*
Martin Perl*
Robert Philipson & Alfred Schlahsker
Charles Pisano & George Nader
Robert Powers
Kathleen Randall & Richard Ray*
Ralph Randazzo & Fredric Cantor
M. William Rayman & Franklin King*
William Reader*
Don Reichley
Rosalyn Richter*
Robert Rizzo*
Joyce Rodewald
Myron Sulzberger Rolfe & Bruce Tracey*
Jerry Rumain & D. Nicholas Russo*
Walter F. Rummenie
Mark Sandell
Dorothy Sander*
William Sands
Paula Saunders
Steven Scherdorf
Linda Scott
Cindy Schwartz & Lisa Osta*
Joel Schwartz
Elizabeth Schwartz*
Thomas Sciacca & Jeremy Elkins
R. Stephen Seibt
Audrey Seidman
Elliott Sernel
Robert Sholiton*
Lisa Shwidock
Lee Sider & Gregory Stanton*
Lisa Simon & Esther Waldman
Thomas Sloan
Elizabeth Smith*
Paul Somerville & Allen Kratz
Stephen Sondheim
John Spinelli
Irwin Srob*
Scott Stackpole
Glenn Stancroff*
Frank Stark*
Kevin Sterns & Charles Skowron
Laurence Stoddard, Jr.
Brian Swallow & Gregory Johnson*
Alfred Szymanski
Terry Taylor
John Thomas
Domenico Tolipani
Raymond W. Townsend
Gregory Trusivich
William Voelkel
Herbert Walcoe
Sandy Warshaw
Richard Weber
William Weinberger & Danny Gibson
Stewart Weinstein
John Conrad Weiser
Andrew Werner*
Kevin Williams
James Williams
Neil Williamson & John McClay
Mark Wind*
Sheldon Winicour & Ken Boyar
Michael Wolf*
Ellis Woodward
Dennis Young
Jason Young*
Barbara Zacky
Andrew Zbikowski
Michael Zients & Derek Larson*
George R. Zuber

*Denotes those Taylor Society members who, by participating in SAGE’s Legacy Match Campaign, allowed their future gifts to generate revenue supporting SAGE’s work in the here and now.

SAGE is grateful to the following individuals whose legacies support SAGE’s care for our LGBT elders:

Jack Abrahams
Thomas Tucker Adair
Eleanor Alpern
James E. Armstrong Revocable Trust
C. Edwin Baker
Joan Bardach
Frank R. Batelli
Barbara Berkson
Albert Blois
Evan Blumenthal
David L. Brandenburg
Eric Brauer
Robert Browne
Maria Muriel Bryce
Edward Butcher
William H. Cambell
Bhaskar Chowdhury
Rita Christiani
Herbert Cohen & Daniel Cook
James Conaway
John R. Cook
John H. Crawford
Thomas Crehore
Henry Day
Arto Demirjian, Jr.
George Dube
Elton Elliot
Rose Fanarjian
Elizabeth C. Ferris
Willet Fields
Elaine Fine
John Fludas
Jean Freifield
Sanford Friedman
Harold Gabel
Vincent Gambino
Paul G. Giddings
Nicolai Gioscia
Eliot Glazer
G. Robert Goodall
Herbert Gray
Allen Greenstein
Beryl Greenwald
Franklin Hallum
John Harbster
Ernest Harff
Keith Haring
Donald Hartog
Eugene Harwood
David Hayes
Robert Sherwin Hennes
John P. Hennigan
June Henkel
Rolf Hirschberg
Earl K. Holstege
Diane Hopsia
Levern Jackson
Irwin Jacobs
Charles Johnson
Melvin Katzman
James Kelly
Richard Kersche
Anthony LaRocco
Robert Lenardon
Robert B. Levithan
Jack Lichtenstein
Harry Lines, Jr.
William Livingstone
John V. Lyon
Charles Magistro
Joseph J. Maio
Raphael (Ralph) Mandelbaum
Allan Masur
Richard Mayer
Adrian Mayer
Clinton Meininger
Mario Mesi
Harold Michal-Smith
Ted Mignone
Joan Miller
Joseph Miller
Arthur Monaco
John Buscemi Montana
Monty Morgan
Howard R. Morse
John Dallas Myers
Winifred Nadel
John A. Neher
Robert M. Neubauer
Tracy O’Kates
Gian Eric Pace
Andrew Palese
Garrison Phillips
Davis P. Platt
Bernard Plotkin
Melvin Polisher
Jeanne Audrey Powers Trust
Saundra Price
Gerald Primack
Eugent Pryzbyl
Elliot Rabner
Peter Reiche
Mark J. Richard
Marlene Ringelheim
John Roberts
J. Trumbull Rogers
Charles P. Romo
Peter Rumora
Joni Ross
Arthur Roth
Philip H. Rubin
Kenneth E. Rummel
Judith Schneider
Martin Schwartz
Harold Seeley
Donald M. Shachat
Maurice Shroder
William Siegel
Rob Sinacore
William R. Sleeve
John C. Sorensen
Irwin H. Stahl
Walter Stern
Jacob Stevens
Eleanor Stier
Alton Stilson
John Stipanela
Percy Strickland
James Stroumbos
Rosemarie Swerman
Charles R. Taylor, Jr.
Shirley Thomas
Raymond Tighe
Adele M. Tobin
Seymour Tutelman
John Tynes
Selma Uslaner
Charles Philip Wehringer
Barbara Whiting
Ruth H. Wilson
Edie S. Windsor Revocable Trust
Ruth Worth
James B. Wozniak
Michael Alan Young