Get macromedia Flash Player

 

Legacy

Legacy Planning

Planned gifts are creative giving strategies that leave a lasting legacy. There are a myriad of options from which you can choose, from simply naming us as a beneficiary in your will to a more complex trust arrangement. We’d love to discuss the best option for you to leave your legacy.

 

 

ESTATE GIFTS
Gifts by Will or Revocable Trust: Give without affecting your cashflow during your lifetime.
Gifts of Retirement Plans: Your retirement plan may be worth more when donated.
Gifts of Life Insurance: Create a significant endowment without dipping into your capital assets.

GIFTS IN PARTNERSHIP WITH US
Charitable Gift Annuity - Immediate: Receive a fixed payout and significant tax benefits.
Charitable Gift Annuity - Deferred: Recommended for younger donors to build earnings for the future.
Charitable Lead Trust: Pass appreciating assets on to family members while making gifts in the interim.
Pooled Income Fund: Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.
Remainder Annuity Trust: Make a large gift and receive a fixed-income payout each year.
Remainder Unitrust: Make a large gift and create a flexible source of retirement income.
Retained Life Estate: Receive a deduction by donating a residence while retaining the right to live there.
Charitable Bargain Sale: This part-gift/part-sale gives you a deduction plus cash to use elsewhere.

OUTRIGHT GIFTS
Cash, Stocks or Mutual Funds: Maximize your charitable deduction and deliver immediate benefits.
Appreciated Securities: The IRS allows significant tax breaks for gifts of appreciated securities.
Real Estate: Transfer residential, commercial, or undeveloped real estate.
Business Interests: Give an interest in a closely-held or family business.
Partnership Interests: Transfer interest in a real estate or oil-and-gas partnership.
Personal Property: Donate books, artwork or equipment and secure an income tax deduction.

To learn more about Legacy and Planned Giving

Please call Nicole Pratt at (213) 251-7660 or email Nicole.

 

Our National Headquarters website has valuable resources to learn about how Planned Giving can work for you.  To visit their site, click here.

 

Flash Plugin Unavailable.

Privacy, Terms & Conditions  © 2012 Volunteers of America Greater Los Angeles