At VNA, we’re always thinking about tomorrow. We are proud of our 125 year tradition of expert community care, but we want to ensure we have the right team, resources and know-how to serve tomorrow’s patients. This type of innovation requires significant support from the community. Our Planned Giving donors are important for us to continue our mission of advancing health care and helping our community thrive.
Chief Philanthropy Officer
Senior Director of Strategic Funding
Carole and Lisa are happy to answer any questions you have, and would be thrilled to know that you made VNA/ESN a part of your estate planning!
Charitable Gifts/Trusts: A variety of options are available in assigning money or property through your estate planning, to be designated now or at a later time. These are excellent planning tools available to structure gifts that help you and/or your designee and VNA.
Gifts of Stock: These can provide tax benefits to the donor and help a charitable organization. Please notify the VNA if you plan to make this type of gift and our staff will provide delivery instructions and an acknowledgement letter for tax purposes.
Bequests: A bequest is a part of a will that allows people to make a donation to a non-profit agency through their will. The gift may be a specific dollar amount, a percentage of an estate or an asset such as stocks and bonds.
Life Insurance: Options include donating an insurance policy with a cash surrender value that you no longer require for its original purpose, or naming VNA Foundation as the beneficiary of your life insurance policy.
Give From your IRA (if age 70 1/2 or older): Regardless of whether you itemize your taxes, this gift helps you fulfill your required minimum distribution and is not considered table income.
Please consult with your tax financial advisors to determine the best charitable giving strategies for you.
By supporting VNA, you make expert, compassionate care accessible to all. To get started with the Planned Giving process, contact our Development team today.