Legacy gifts come in many forms – from leaving all or a portion of your estate to Hospice or giving a gift of appreciated real property. Including Visiting Nurse Association & Hospice of the Southwest Region of Vermont in your estate plans makes a statement about what matters in your life and helps ensure that your wishes are carried out.
Below are some of the most popular ways you can build a lasting legacy with your planned gift:
When you name VNAHSR in your will or other estate planning document—a bequest—you have the potential tax benefit and the opportunity to make a sizeable gift to carry on the work of VNAHSR. A bequest is one of the easiest ways to make a planned charitable gift. Because a will is an important legal document, we strongly recommend that you consult with an attorney to ensure that your wishes are properly documented. There are several different kinds of bequests depending on your wishes and estate planning goals. Need this information today? Please contact Christine Hoard, Director of Philanthropy at 802.362.1255 or email Christine. If you want to name us in your will, trust or other estate plans, we should be named as:
7 Albert Cree Drive
Rutland, VT 05701
Our federal tax identification number is: 03-0185024
Give a Gift of Real Property
A gift of appreciated real estate—perhaps it’s a house, farm, land or commercial property—allows you to preserve your cash assets and receive a significant tax benefit. Real property can even be donated through your will or trust. Please contact Christine Hoard, Director of Philanthropy at 802.362.1255 or email Christine for more information on how to complete a gift of this kind.
Name VNAHSR as a Beneficiary of your Retirements Account or Life Insurance Policy
You may also want to consider naming VNAHSR as a beneficiary of your retirement plan or a life insurance policy. It is a simple and easy way to leave a legacy gift. It could also make a substantial difference in the taxing of your estate and the amount transferred to your heirs. With a new life insurance policy, the premiums you pay may even be a tax-deductible gift! For a retirement account, such as a 401(k), 403(b) or an Individual Retirement Account (IRA), simply call your plan administrator or human resources department at work and request a Change of Beneficiary form. The same process applies to change a beneficiary for your life insurance policy. In the beneficiary section, list “Visting Nurse Association & Hospice of the Southwest Region” as a beneficiary for all or a portion (percentage) of your account—it’s up to you. Then return the form to your plan administrator. Then, please let us know so we are aware of your generous gift.
Other Legacy Gifts
Please contact Christine Hoard, Director of Philanthropy at 802.362.1255 or email Christine if you are interested in other kinds of legacy gifts, such as a charitable gift annuity or an endowed fund. We are happy to work with you, your financial and legal advisor to achieve your philanthropic goals.