Iona’s Legacy Society

Wouldn’t it be great to know that, for generations to come, you can continue to help Iona ensure that older people in our community get the help they need? Consider joining Iona’s Legacy Society.

Iona’s Legacy Society recognizes supporters who have made the special commitment to include Iona in their estate plans through a bequest or other planned gift.

A gift to Iona can be made through a provision in your estate planning documents (your will, a revocable trust, life insurance or other applicable documents) and is a straightforward process.

When you include Iona in your estate plans, we make these commitments to you:

  • We will invite you to an annual luncheon with Iona’s Executive Director.
  • We will continue to be good stewards of the funds you have entrusted to us.
  • We will always honor and be respectful of your requests. If you wish to remain anonymous or want to designate your donation to a particular initiative that is dear to you, your goals and objectives will always be paramount.
  • We will be forever grateful for your support and the commitment you have shown to helping older adults and caregivers.

Including Iona in your plans

To include Iona in your plans, please consult with your attorney. You can provide them with the following information:

Legal Name: Iona Senior Services

Federal tax ID number: 52-1039553

Iona Senior Services is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code and, further, is not a private foundation under section 509(a). Gifts and bequests to Iona are deductible for income, gift and estate tax purposes to the extent permitted by law.

View additional sample language here.

Contact Us

Jennie Smith-Peers, Director of Development and Communications, would be happy to speak with you in confidence and with no obligation. Contact her at (202) 895-9418 or jsmith-peers@iona.org.

Have you already included Iona in your plans? Please fill out the form below!

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