Legacy Giving

Legacy Giving allows visionary supporters of RVNAhealth to ensure the future success and delivery of our mission by providing a meaningful gift through financial and estate planning. Legacy or Planned Giving can offer you a creative and strategic way to support us well into the future while also providing you with immediate and future tax benefits.

Make a Legacy Gift

There are many ways to make a legacy gift to RVNAhealth:

  • Bequests: This is the most common type of legacy giving, which is designated in your will or trust and can be a percentage of your estate, a specific dollar amount, or the residuary of your estate. Remember, a bequest to RVNAhealth reduces the size of your estate, which will reduce or eliminate any estate tax that may be due.
  • Charitable Trusts: This option can provide an immediate income tax deduction and reduce the size of your estate resulting in less estate tax. A charitable trust can also provide you with an annuity for the duration of your life or continue for the duration of the life of your children. You may choose to combine the annuity with a life insurance policy, creating an easy and tax-free way to replace the wealth that you contributed to RVNAhealth.
  • Gifts of Required Minimum Distribution (RMD) from IRA/401k: In gifting all or part of your annual RMD from your IRA or 401k, you can avoid having it counted as part of your taxable income for the year, resulting in what is effectively a 100% tax deduction on the amount of the contribution.
  • Appreciated Assets: In choosing to donate appreciated assets you eliminate the capital gains tax that you would have paid had you sold the assets. You also receive an income tax deduction for the contribution.
Please consult with your trusted advisors to guide you through these various types of gift planning. At your request, RVNAhealth is able to provide you with a list of financial and legal professionals who are knowledgeable in charitable giving.

1914 Legacy Society

RVNAhealth established the 1914 Society to recognize supporters of the organization who included us in their estate plans. Their dedication and generosity ensure that RVNAhealth will continue to serve the community for future generations.

For more information about legacy giving and becoming a member of the 1914 Legacy Society, please contact Mary Jean Heller, Director of Philanthropy, at (203) 438-5555, x1206.