Goals & Benefits
Your Goals | Your Strategy | Your Benefits |
Make a gift for the VWA's future that costs you nothing now. | Include a gift from your will or trust (cash, specific property, or a share of the estate residue). | Today — a painless way to help the VWA build financial strength. Tomorrow — resources that maintain our traditions. |
Leave more of your estate to your heirs. | Name the VWA 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 the VWA. |
Reduce gift and estate taxes and leave more of your assets to your heirs. | Create a charitable lead trust to pay income to the VWA 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. |
Related Links Glossary |
||
