A gift in your will
You can leave a specific amount or a percentage of your estate to Phoenix Family through your will or living trust.
The future you can help shape.
Some legacies are meant to be seen. Others are felt for generations.
A different kind of gift
Planned giving is about what continues.
Most giving happens in the moment. Planned giving is a way to support the work you care about long after your lifetime.
It can help families stay housed, help children keep learning, and help older adults remain safe and supported in the communities they call home.
For many people, it is also a way to reflect what matters most and carry those values forward.
Start simple
You do not need a complicated plan to make a lasting impact.
Many planned gifts begin with one simple decision: including Phoenix Family in your will, trust, or beneficiary designations.
A beneficiary designation
You can name Phoenix Family as a beneficiary of a retirement account, life insurance policy, bank account, or investment account.
A gift with purpose
You can choose to support the area of greatest need or direct your gift toward families, children, older adults, or a lasting fund for the future.
What your gift makes possible
A planned gift helps protect what matters most.
A legacy gift does more than support programs. It helps protect stability for the people Phoenix Family serves every day.
It can help a family stay housed when an emergency threatens everything they have worked toward. It can help a child stay connected to learning and support. It can help an older adult remain safe and supported in the community they know.
These are the moments that keep everything else from unraveling.
Ways to give
Options for planned giving
Some planned gifts are straightforward. Others can provide income or other financial benefits depending on your goals.
Bequest by will
One of the simplest ways to give. You can designate a specific dollar amount, a percentage of your estate, or the remainder after other distributions are made.
Gift annuity
A charitable gift annuity can provide fixed payments for life to you or someone you choose, with the remainder supporting Phoenix Family.
Charitable remainder trust
A trust can provide income during your lifetime or for another beneficiary, while creating a future gift to support Phoenix Family.
Pooled income fund
This type of gift combines your contribution with others to provide variable income, while the remaining value supports charitable work later on.
Life insurance
You can name Phoenix Family as the beneficiary or owner of a life insurance policy, creating a future gift through an existing asset.
Endowment gift
An endowed gift can help support Phoenix Family for years to come, creating a lasting source of funding for the work you care about.
Why people choose this
A way to reflect what matters to you
For many people, planned giving is not only about finances. It is about memory, values, and what they want to carry forward.
It is a way to care for the people you love while also making room for a gift that reflects the kind of future you want to help shape.
Have questions?
We would be glad to talk with you.
If you are considering a planned gift, we can help you explore your options and share additional information. There is no pressure and no obligation.
Phoenix Family does not provide legal or tax advice. We encourage you to consult your attorney, financial advisor, or tax professional as you make decisions about your plans.