Planned Giving

Types of Planned Gifts

A bequest is a gift through your will or trust. It is the most popular planned gift and one of the easiest. Typically all it takes is one or two lines in the will or trust to complete the intention. Bequests have no impact on the your current financial situation and allow you to change your mind, as circumstances may change.

Bank investments, retirement accounts, insurance policies, stock, or mutual-fund accounts can be used to support VNA Health Group. All of these assets, full or in part, can be transferred to VNA by simply completing a beneficiary designation form.

A charitable gift annuity is a simple agreement between you and VNA Health Group. In exchange for a gift of cash or appreciated assets, you will receive fixed payments for life. Annuities can be created for one or two lives and a portion of the gift is tax-deductible.

A charitable remainder trust receives your cash or property, makes fixed or variable payments to a designated beneficiary for a life, lifetimes, or term of years and then distributes the remainder to VNA Health Group. A portion is tax-deductible and if funded with appreciated assets, may avoid capital gains.

A charitable lead trust receives your cash or property and makes fixed or variable payments to VNA Health Group for a specified period. At the end of the period, it distributes the trust property to a specified beneficiary, usually family. This gift may reduce gift and estate taxes.

You would donate or bequeath real estate to VNA Health Group. In certain arrangements, you can donate property while retaining residency, or sell to VNA at a discount. VNA Health Group can also accept other personal items such as art, antiques, jewelry and collectibles.