Planned giving allows donors the opportunity to establish charitable trusts and annuities which fulfill their financial goals while providing for the long-term sustainability of Vita Education Services and its mission and programs.
Planned Giving is a complex program of various financial instruments that can be adapted to each donor’s needs. Planned gifts include gifts through a will, charitable gift annuities, gifts of life insurance, charitable trusts and more.
The kinds of gifts one can make include:
- Gifts of Cash
- Gifts of marketable securities
- Life income gifts such as: charitable gift annuities, charitable remainder trusts and charitable lead trusts
- Gifts of land/real estate with life rights
- Gifts of other assets such as closely held stock, insurance policies and tangible property
- Bequests
- Gifts of tax-deferred retirement plans
These gift types may provide valuable financial benefits such as:
- Eliminating capital gains
- Reducing federal estate taxes
- Increasing current income
- Reducing current income taxes
- Conserving estate assets
- Gifts of tax-deferred retirement plans
A gift to Vita Education Services Planned Giving Program can be a valuable part of a your financial planning. Please consult your estate planning attorney, tax advisor or financial planner to discuss options for including Vita Education Services in your estate plan.
