Leave a Legacy of Compassion and Community

Planned Giving to Benevilla is more than a donation—it’s a lasting investment in enriching lives of older adults, caregivers, children, and families in our community. By including Benevilla in your estate plans, you help ensure our vital programs—like life enrichment adult day services, caregiver support, intergenerational activities, adaptive fitness and volunteer assistance—continue to thrive for generations to come. Your legacy can provide hope, dignity, and connection to those who need it most, right here in the West Valley.

Benevilla Legacy Circle logo featuring a stylized tree with orange and brown leaves above the text "Benevilla Legacy Circle.If you have included a bequest for Benevilla in your will or estate plan, please contact us to let us know. We would like to show our gratitude and recognize you for your gift as a member of Benevilla’s Legacy Circle.

Include Benevilla in Your Will or Living Trust

A gift to Benevilla through your will or living trust is a powerful way to support our mission well into the future. You can designate a specific dollar amount, a percentage of your estate, or the residual amount remaining after other distributions and expenses.

Our team is available to work with you, your attorney, or your financial advisor to ensure your gift is structured in a way that best reflects your intentions and values.

For sample language or personalized assistance, please contact our Donor Relations Team at 623-584-4999 or email us at development@benevilla.org.

Designate Benevilla as a Beneficiary

The gift of a funded life insurance policy, retirement, investment, or bank account can allow you to turn a modest investment into a lasting legacy supporting the programs and services of Benevilla.

By naming Benevilla as the beneficiary of your paid life insurance policy, 401(k), IRA, TSA, or other retirement account, you can provide a meaningful future gift that benefits older adults, family caregivers, children, and individuals with disabilities in our community. Simply contact the company that manages your policy or account, request a beneficiary designation form, and list Benevilla as your primary or contingent beneficiary.

You may choose to designate all or a portion of these funds to Benevilla. As a direct distribution upon your passing, retirement account assets are not subject to income or estate taxes, allowing the full value of your gift to support Benevilla’s mission.

Support Benevilla and Receive Fixed Income for Life

A Charitable Gift Annuity allows you to support Benevilla while receiving fixed payments for life—regardless of market fluctuations. You may also benefit from tax savings and partially tax-free income.

You can fund your annuity with cash or appreciated assets like stock and choose to begin payments now or in the future—even with flexible timing.

To explore how a Charitable Gift Annuity can support your goals and Benevilla’s mission, contact our Donor Relations Team at 623-584-4999 or development@benevilla.org.

Ready to Make Your Legacy Gift?

Here is the information you’ll need to include Benevilla in your estate plans:

  • Legal Name: Sun City Area Interfaith Services, Inc. dba Benevilla

  • Federal Tax ID: 86-0404687

  • Address: 16752 N. Greasewood Street, Surprise, AZ 85378

  • Phone Number: 623-584-4999

 

Once you complete your final giving plans, let us know by completing and returning a Legacy Letter of Intent Form.

If you’ve already included Benevilla in your will or estate plans, please let us know so we may thank and recognize you as a Legacy Circle member.