Enduring Impact
Planned Giving
Leave a legacy of friendship and ensure meaningful connection for generations to come.
Legacy Giving
Friends & Co accepts gifts of any size made in a will, a revocable trust agreement, an irrevocable trust agreement, or any other manner of non-probate disposition if they meet our contribution guidelines.
Because Friends & Co is deeply embedded in the community, providing vital services to older adults, we are positioned to absorb and distribute gifts of any size efficiently. We ensure every contribution directly supports our mission of alleviating loneliness.
For planned gifts, we do not have specific requirements or language for bequest documents. A simple designation is often all that is needed to make a lasting difference.
By including Friends & Co in your estate plans, you are making a powerful statement about the value of connection. You are ensuring that no older adult has to face life alone.
Advisor Information
Your financial advisor may request our official street address and tax identification number when drafting your documents.
Suite 260-S
Saint Paul, MN 55114
A Future of Belonging
Your legacy doesn’t just fund programs; it funds laughter, shared stories, and the comfort of knowing someone cares. Click the button below to contact Amber Carlson to learn more about how you can make a difference.
Get in Touch
Have questions about Planned Giving?
Our team is here to help you or your advisor navigate the process of leaving a legacy gift.