Our planned giving program is a vital step in helping us build a
significant endowment fund to ensure the continued stability of our
programs and operations. Planned Giving
Our planned giving program is a vital step in helping us build a
significant endowment fund to ensure the continued stability of our
programs and operations.
As with other charitable endowment funds, Via uses only the annual interest accrued to the fund while the principal remains untouched. With each new gift, the principal increases, thus ensuring that Via will be able to continue serving children and adults with disabilities for many years to come.
A gift to Via's endowment fund can come in many forms. Since Via is a charitable organization with an IRS 501(c)(3) classification, sizable income, gift and estate tax savings may be available to you. We will work with you to help plan and choose a gift that is both personally satisfying and financially sound - tailored to fit your particular needs.
The Via endowment fund offers several options for planned gifts:*
Cash Gifts - These donations provide immediate funds for Via and income tax deductions for the donor for the current tax year.
Wills or Living Trusts - A bequest made in a will or living trust is a simple way to give, not only helping Via, but also providing possible estate tax benefits.
Pooled Income Fund - Under this arrangement contributions of money or securities are placed in a common trust fund, allowing the donor to receive income from the fund for life. Upon death, the fund investment becomes the property of Via.
Charitable Remainder Trusts - Like the pooled income fund, a charitable remainder trust enables you to convert appreciated securities or real estate assets into lifetime income without having to pay capital gains tax. Upon the donor's death, the remaining trust assets are transferred to Via.
Appreciated Securities - Gift of stocks, bonds, mutual funds or other appreciated securities offer significant tax advantages.
Retirement Plans - Via can be named the primary or contingent beneficiary of IRA's annuities, Keoghs, 401K plans and other pension and profit sharing plans. Upon the participant's death, Via receives its designated share.
Life Insurance - Gifts of life insurance offer a tax deduction as well as an easy way to support Via. A donor can name Via as a beneficiary and a tax deduction can be taken.
Real Estate - Developed and undeveloped land and personal residences can be deeded outright to Via, with no capital gains tax owed on the increase in value.
Tangible Personal Property - Works of art, antiques, jewelry, rare books, coins, stamps and similar items are also suitable gifts.
When making a gift to Via, you can be assured that 100% of your donation will help us to continue our programs for those in our community living with disabilities. Your gift will help give hundreds of children and adults each year the chance to enjoy a richer, fuller, more satisfying life.
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Ways of Giving: ° Your Gift ° A Plan for the Future ° Your Experience ° Planned Giving |
*This information is not intended as specific legal or tax advice. Please contact your attorney when considering any legal matter. State laws which govern wills and contracts vary and are subject to change.