Legacy Giving
No matter how you came to be interested in Pima Council on Aging – whether you are a client, volunteer, or just love people – you can leave a legacy that will transform the lives of so many.
Since 1967, PCOA has been dedicated to promoting dignity and respect for aging, and to advocating for independence in the lives of Pima County’s older adults and their families.
Please call us at (520) 790-7573 ext. 5042 so we can discuss legacy gift options that are right for you.
Need Help Creating Your Legal Documents?
We’d like to introduce you to a free online resource to help you make a plan for the future that protects your loved ones, empowers you to control important decision-making about your future, and creates a legacy that supports our community for generations if you so choose. To learn more about our partnership with FreeWill, click here.
Your Generosity Can Help Pima Council on Aging
Many people think of a will as the easiest way to transfer assets after their lifetime, but it does not cover every need. Wills, retirement plans, IRAs and life insurance can all be effective and convenient vehicles for including Pima Council on Aging as a beneficiary. By leaving a legacy gift, you can make a tremendous impact in advancing PCOA’s mission to promote dignity and respect for aging, and to advocate for independence in the lives of Pima County’s older adults and their families.
What type of legacy gift best suits you?
I'm Writing a Will or Trust
Remembering PCOA in your will or trust is easy to do. Simply provide a percentage, a specific dollar amount or other property. You may also designate PCOA to receive a specified percentage of your estate assets.
The following is some sample language that you may use to remember PCOA in your will or trust:
I give and bequeath to Pima Council on Aging 8467 E. Broadway Blvd., Tucson, AZ 85710 the sum of $________ (or specific asset or _____ percent of the remainder of my estate) to be used for its general charitable purposes.
To find out more or notify Pima Council on Aging about your bequest call us at (520) 790-7573 x 5042.
I have Appreciated Assets
I have Retirement Funds
I have Excess Life Insurance
Benefit Pima Council on Aging, Benefit Your Heirs
Pima Council on Aging Legacy Society
The PCOA Legacy Society was founded to recognize and honor those individuals who have taken the important step of including a legacy gift to PCOA in their financial portfolios or estate plans. Members of The Legacy Society have recognized the importance of the continuation of our work with older people and who and have expressed a commitment to that end by planning a gift which will help provide for the future success of our organization.
Legacy gifts make up a large portion of the donations received by PCOA each year, for which we are most grateful. Gifts of this nature secure the future of our mission, providing ongoing services to older people in Pima County.
It is very possible that you are eligible for membership in The Legacy Society but haven’t let us know. If you have created a bequest in your will or trust or named Pima Council on Aging as beneficiary of a charitable trust, a retirement plan, or a life insurance policy, you are eligible to become a member of The Legacy Society!
Please contact us at (520) 790-7573 x 5042 to become a member of The Legacy Society.