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Gift and Estate Planning
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Goals & Benefits

Your Goals

Your Strategy

Your Benefits

Make a gift for Inova's future that costs you nothing now.

Include a bequest for us in your will (cash, specific property, or a share of the estate residue).

Today — a painless way to build our financial strength. Tomorrow — resources that we will put to use.


Get benefits back from the assets you give to Inova — and thus afford a larger gift.

Create a life-income plan like a charitable gift annuity. Create a life income plan like a charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.


Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

A larger deduction and a higher income rate than our other life-income gifts offer.


Leave more of your estate to your heirs.

Name Inova as beneficiary of your retirement plan, leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.


Avoid capital gains liability and take an income tax deduction.

Use appreciated securities, instead of cash, to make your gift.

Buy low and give high — while avoiding capital gains tax.


Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Increase your ability to make a significant gift to Inova.


Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to Inova for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.


Tap one of the most valuable assets in your portfolio to make a gift to Inova.

Use real estate to make your gift to Inova.

Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle.




The material presented on this website is not offered as legal or tax advice.
Read full disclaimer | Planned Giving Content © 2010 VirtualGiving

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