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Welcome to Mather LifeWays
Planned Giving

Thank you for your interest in Mather LifeWays. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Mather LifeWays who now are benefiting from life income gifts and other plans. Thank you for taking the time to explore the benefits of gift planning.

 

Based in Evanston, Illinois, Mather LifeWays enhances the lives of older adults by creating Ways to Age Well.SM 

Founded in 1941 by entrepreneur and humanitarian Alonzo Mather, Mather LifeWays is a 501(c)(3) not-for-profit organization dedicated to providing a continuum of living and care; making neighborhoods better places for older adults to live, work, learn, contribute, and play; and identifying, implementing, and sharing progressive practices for wellness, workforce issues, memory support, and empowering caregivers. To learn more about how to make a tax-deductible charitable contribution in support of our senior living residences, community initiatives, or Institute on Aging, please call (847) 492-7500 or visit www.matherlifeways.com.



Benefits for Family and Mather LifeWays


There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for Mather LifeWays. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Mather LifeWays. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.


A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.


Steps to Wise Giving


There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Neil J. Boyer
Director of Mission Advancement
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors


We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact nboyer@matherlifeways.com.

If you are a professional advisor, you may take the following steps on this site.







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