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Bequests | Securities | Beneficiary / Designations | Charitable Gift Annuities | Trusts & Other Gifts
Securities donated to the VNA & Hospice Foundation may be used to fund an outright gift, a bequest or an income-producing planned gift, such as a charitable trust. If you have stocks that have greatly appreciated in value since their purchase, you might want to consider them as a charitable gift to the VNA.
For outright gifts, you can deduct the fair market value of qualified non-cash property and pay no capital gains tax on gifts of long-term appreciated property (held for at least a year and a day). This can dramatically reduce the cost of making a charitable gift or increase the amount you can afford to give.
By funding a bequest with appreciated securities, you, again, can avoid capital gains tax and also reduce your estate taxes.
One of the most beneficial ways to give appreciated securities is to fund a charitable remainder trust or a charitable lead trust. Once again, capital gains taxes can be reduced, plus stocks given in this fashion can be used to produce an income stream for you, or someone you designate, as well as leaving a portion to the charity or charities of your choice.
We'd be happy to discuss planned giving options with you (at no obligation). If you wish to receive more information about a particular type of gift or to discuss further the advantages of any particular option, please contact Richard Johnson at 772.978.5574.
