Legacy Giving

Planned giving is personal, and your legacy should reflect what matters most to you.

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orange filtered aerial of Vermont

Planned giving is also flexible—you can make a difference without impacting your finances today. There are meaningful ways to give that reflect your values and situation. Scroll down for an overview, or visit our dedicated Planned Giving subsite to explore what might be right for you and shape your lasting legacy.

 

Visit the Planned Giving Site

What is planned giving?

How to Give

What to Give

Gift planning is charitable giving coordinated with your charitable financial, tax, and estate goals.

Good planning—with tax-wise gifting strategies—enables you to make significant charitable gifts during life and after you pass away. At its core, gift planning brings together your values, your goals, and your financial plans.

 

 

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Understanding how your gift can make a meaningful impact and why the causes you support matter.

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Aligning your giving with the values and passions that shape your life.

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Choosing strategies that make sense for you and your family’s financial and estate plans.

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Giving during your lifetime, through your estate, or through a combination of both to extend your impact.

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Give in a way that reflects your goals and values.

Whether through your will, your retirement assets, or income-producing gifts, there are thoughtful ways to support what matters most. Below are a few to consider—discover additional options on our Gift Planning subsite.

 

 

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Bequest - One of the simplest ways to give, a bequest includes a charitable gift in your will or trust.

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Testamentary Fund - Create a fund through your estate that reflects your values and carries your philanthropy forward.

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IRA Charitable Rollover - If you’re age 70½ or older, you can make a gift directly from your IRA in a way that may reduce your taxable income.

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Charitable Gift Annuity - Turn assets into steady income for yourself or a loved one while supporting the organizations that matter most to you.

Make the most of what you choose to give.

Certain assets, such as stocks, retirement funds, or business interests, can provide meaningful tax benefits when donated. Here are several options to explore, and you can find more on our Gift Planning subsite.

 

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Stocks and Bonds - Donating appreciated securities can be a meaningful and tax-wise way to support the causes you care about, while potentially avoiding capital gains taxes.

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Cash - A straightforward and flexible way to give and make an immediate difference for the causes you care about.

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Retirement Assets – Donating from your IRA, 401(k), or other retirement plan can be a smart way to reduce taxes while supporting your charitable priorities.

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Business Interests - Contributing private stock or other business assets may provide significant tax advantages and help create meaningful community impact.

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We’re here to help you think it through.

Our team of philanthropic advisors can help you explore your options and create a plan that makes a lasting impact. When you’re ready, we’d welcome a conversation.

 

 

Email Us or call us at 802 388-3355 opt.5