Leave a legacy of home.
Your legacy can help ensure everyone in Arlington has a place to call home, now and in the future.
Why Make a Planned Gift
A planned gift lets you create a lasting legacy that reflects your values, while supporting the causes you care about most. It’s a way to align your generosity with your long-term financial and estate plans, and in many cases, maximize tax benefits for you and your beneficiaries.
Most importantly, your gift provides long-term support for PathForward, helping us sustain housing stability and homelessness prevention services in Arlington for years to come.
Ways to Make a Planned Gift
There are many ways to include PathForward in your estate or financial plans. Below are some of the most common planned giving options.
Bequests (Gifts Through Your Will or Trust)
A bequest is one of the simplest and most flexible ways to make a planned gift. You may leave:
- A specific dollar amount
- A percentage of your estate
- The remainder of your estate after other obligations are met
Bequests can be changed at any time and do not affect your finances during your lifetime.
Retirement Accounts & IRAs
You may name PathForward as a beneficiary of your IRA or other qualified retirement plan. This option is often appealing to donors who are required to take minimum distributions and wish to support charitable causes.
Retirement account rules and tax considerations vary, please consult your financial or tax advisor to determine the best option for your situation.
Donor Advised Funds (DAFs)
If you have a Donor Advised Fund, you can recommend a grant to PathForward through your DAF sponsor or administrator.
Please contact your DAF provider for instructions. Our Development Team can provide any information you may need, including our tax identification number.
Gifts of Appreciated Assets
Some donors choose to give appreciated assets, such as securities or real estate. These gifts may provide financial advantages while making a significant impact.
We recommend discussing this option with your professional advisors to determine the best approach for your situation.
Charitable Trusts and Annuities
Planned gifts such as charitable remainder trusts or charitable gift annuities can provide income to you or your loved ones while supporting PathForward in the future.
These options are more complex and should be explored with a financial advisor or estate planning attorney.
Join the Legacy Circle
Leave your legacy through estate planning.
The Legacy Circle honors those who choose to leave a lasting mark on our community by including PathForward in their estate plans. These forward-thinking donors help ensure that stability, dignity, and housing solutions remain within reach for generations of Arlington neighbors to come. We are proud to recognize their vision and generosity.
Legacy Circle Founders
Betsy & Scott Frantz
Christine Searle
Elizabeth Nohra
Andrew Keyes & Cathleen Trail
Joseph A. and Sally K. Keyes Family Fund
Jeanne Broyhill and Joseph Ventrone
Joseph & Bettye Marie Simonelli
Kathleen Sibert & Michael Rugala
Karen Darner
Marc S. Palevitz
“I first got involved with what’s now PathForward in the late ’80s, when our neighbors were sleeping on church floors and volunteers set up cots each night. I stayed overnight. I brought meals. I watched this effort grow into something lasting and life-changing.
Over the years, I’ve seen PathForward’s impact up close. The commitment of its people, the dignity offered to clients, and the long-term support given to those who need it most, it’s powerful. That’s why I included PathForward in my will. It wasn’t a difficult decision. It was a heartfelt one. I believe in what this organization does, and I want that work to continue long after I’m gone.”
— Meg Tuccillo, Chair, Legacy Circle
Take the Next Step
If you have already included PathForward in your estate plans—or are considering doing so, we would be grateful to connect with you. Sharing your intentions helps us honor your wishes and plan responsibly for the future.
All conversations are confidential and carry no obligation.