Give a Gift to Last a Lifetime
ABOUT PLANNED GIVING
Bequests or charitable trusts are examples of planned gifts. They are a wonderful way for you to provide a future gift to charity. You can take care of yourself, your family and VNA Community Healthcare. Planned giving involves providing for a future gift to charities through your financial and estate plans.
BEQUESTS AND ESTATES
A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You can make a bequest to VNA Community Healthcare by including language in your will or living trust leaving a portion of your estate to the agency, or by designating VNA Community Healthcare as a beneficiary of your retirement account or life insurance policy.
Your bequest will:
- Help VNA Community Healthcare continue it’s mission
- Give you control of your funds or property during your lifetime – it can be changed at any time
- Reduce estate taxes
- Enable you, if you let us know of your plans, to be celebrated, recognized and honored as a member of our Caregiving Society
You may name VNA Community Healthcare as a beneficiary of your IRA or other qualified retirement benefits. Please consult with your tax advisor regarding the tax benefits of these types of gifts.
Naming VNA Community Healthcare as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA or profit sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming VNA Community Healthcare as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to support VNA Community Healthcare, free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify VNA Community Healthcare. Once you decide to designate VNA Community Healthcare, as a beneficiary, simply provide the address and tax identification number, as follows, on your beneficiary designation form.
Please contact us if you need further assistance.
VNA Community Healthcare
753 Boston Post Road
Guilford, CT 06437
Tax ID#: 06-0653173
LEGACY OF CARE
If you have decided to include VNA Community Healthcare in your estate plans, we would like to show you our appreciation by including you as a member of our honorary society, Legacy of Care.
We want to make sure that your legacy gift is used as you intended. To recognize and thank you for your generosity and planning we will send you a certificate of appreciation and letter from Janine Fay, our president & CEO. We will also host an annual event to recognize and honor you and other members of our Legacy of Care.
You will also be recognized as a member of our Legacy of Care in our annual report that sites our donors. As a member of our Legacy of Care, you will receive timely information, tips, and ongoing information about our services and healthcare trends.
Thank you for your commitment, your compassion, and your love of your neighbors.