Plan Your Legacy
There are many reasons people make charitable bequests, but perhaps the one common denominator is a sincere desire to give back to the community. Through planned giving, you have the satisfaction of knowing your donation will benefit Via Services and many future generations of persons with special needs and their families.
A bequest lets you balance your philanthropic goals with your current living expenses, future medical costs and the needs of your loved ones. Making a bequest is as simple as inserting a few sentences in your will or revocable trust. Because you’re not actually making a gift today, you are free to alter your plans in the future, eliminating the worry that you might make a commitment that may need to be modified oat a later date.
Your estate is entitled to an unlimited estates tax charitable deduction for bequests to qualified charitable organizations. Making a bequest is smart!
How It Works
To make a bequest, you will need a current will or revocable living trust. You can specify that the bequest be used for a certain purpose or you can make it an unrestricted gift. An unrestricted gift will be used where it is needed most by the organization. You can structure your bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to use.
Explore Your Options
A charitable bequest is one of the many ways to help support Via Services’ mission. To learn about all the ways you can help, contact Jacqueline Forsythe, Vice President for Advancement, 408-243-7861, ext. 224 or firstname.lastname@example.org.