Marge Betts is committed to the long-term sustainability of Keystone Community Services. The organization has been close to heart for a long time. Marge has lived in the Merriam Park neighborhood for many years and raised her family in this community. Her children attended the pre-school and loved participating in the many programs offered at the Merriam Park Community Center. For Marge and her family, the community aspect of the Keystone is very important.
Today, Marge is very active in Keystone’s senior program. She loves coming to the community center that was so beloved by her kids and enjoys participating herself in the many activities at the center. Every week, you can find Marge attending exercise classes, planning parties, or socializing with her friends.
For all of these reasons and many more, Marge is honored to have named Keystone in her estate plans.
Giving is an Extension of Your Values
Marge says, “As we age, most of us want to give something back and for me I want to give back to Keystone because this place has meant so much to me and my family.”
Marge appreciates that setting up her trust was not complicated and she still lives comfortably, enjoying her retirement life. And most of all, Marge rests easy knowing her estate plans reflect her values and will continue to support the organization that has meant so much to her.
Estate plans and bequests can help you leave a legacy in ways that are important to you and can lessen the tax burden for your family. You can set aside a percentage, specific dollar amount, or make a beneficiary designation on your assets.
Is Keystone already in your will, trust or other estate plans? Thank you! Please contact us to let us know about your plans because it helps Keystone plan for the future. Your gift may remain anonymous if you like.
Don’t have a will? You’re not alone! Now is a great time to start planning, and please consider including a bequest to Keystone in your estate plans. Contact Keystone for suggested “bequest language” and the Keystone tax ID for you to share with your attorney.