Legacy Giving

01

Established with a gift from your estate, immediately by a bequest or after some time through a planned gift.

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Give a stated dollar amount, a specific property, a percentage of your estate, or a gift contingent on certain events.

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The gift that establishes your fund is fully deductible from any estate taxes.

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Decide how you would like the fund administered—advised, discretionary, or designated for one or more charities.

01

Guarantee a lifetime annuity in exchange for a contracted gift to the Foundation.

02

You receive a fixed annual income—regardless of market conditions—for the rest of your life.

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You get an immediate tax deduction and can start annuity payments now or later.

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Annual payment depends on age and gift size. Delayed payments increase rates.

05

At death, your remaining assets transfer to a designed fund named in the agreement.

01

For people who want to diversify investments or convert appreciated assets without loss to capital gains taxes.

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You transfer assets to a trustee—often the VCF— of the CRT.

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You receive an immediate tax deduction for the charitable portion of your gift.

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The trustee makes regular income payments to the beneficiary you designate.

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At the end of the trust term all remaining assets are distributed to a fund at the VCF.

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You transfer assets to a trustee—often the VCF— of the CLT.

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The trustee invests the assets and makes the required annual payout to a fund at the VCF.

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At the end of the trust term, the trustee distributes the remaining trust assets to your heirs.

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The longer your heirs wait to receive the assets and the higher the fund payout, the greater the gift tax deduction.

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Making a bequest is easy. You can do it at any age by adding to a new or existing will.

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We can help you and your attorney with recommended language.

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Give a dollar amount, percentage, or remainder of your estate after distributions to other beneficiaries.

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Many donors establish funds during their lifetimes and add to them as circumstances allow.

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As an alternative to amending your will, consider naming the VCF a beneficiary of your retirement plan.