In addition to supporting the mission of VNA & Hospice Foundation, a planned gift can provide substantial tax advantages, especially on gifts of stocks and real estate. The benefits may include:
- an income tax deduction
- reduced capital gains taxes
- reduced probate costs and estate taxes
- income for life
Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of VNA & Hospice Foundation. Even with the increased standard deduction in the tax law that became effective in 2018, an immediate income tax charitable deduction resulting from a planned gift may lead to itemizing deductions and greater tax savings. A planned gift makes it possible for you, your loved ones, and VNA & Hospice Foundation to all benefit.
We want to be sure that we can fulfill your wishes. If you have any questions, please contact:
Maurika Reed
Charitable Gift Planner
772-978-5574
mreed@vnatc.com
The Nightingale Legacy Society honors those who have named VNA & Hospice Foundation beneficiary in their estate plans through charitable bequests, trusts, gift annuities or other provisions. Learn more about joining this esteemed group.