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