Make A Planned Gift
How To Make A Planned Gift
Planned gifts can bring you significant estate and tax planning benefits while giving you the satisfaction of helping others in need. Gift planning with Volunteers of America allows you to influence the future. It allows you to leave a legacy that reflects your values and dreams.
The first step is to contact Volunteers of America by email or by phone at (504) 482-2130. We can discuss planned giving opportunities that will meet your estate and tax needs and help you establish the kind of meaningful legacy you desire for the future.
You don't have to be a millionaire to become a philanthropist. You can make a planned gift that supports causes and values you hold dear, regardless of your income or assets. Planned gifts can bring significant estate and tax benefits to you and your family.
How To Receive A Tax Deduction From Your Planned Gift
All gifts to Volunteers of America are fully tax deductible. Planned giving opportunities do even more --they help you receive estate and tax benefits that are desirable for your particular situation. Each of the planned giving options described below can offer you estate and tax benefits.
Charitable Gift Annuity
This option provides guaranteed fixed income for one or two individuals for life. The annuity rate is based on the age of the beneficiaries when the annuity is funded.
Charitable Remainder Trust
A trust can be established to provide fixed income or the opportunity for income growth over time. It can operate for a term of years or the lifetime of the income beneficiaries.Unlike a gift annuity, it can provide income to more than two income beneficiaries.
Charitable Lead Trust
This trust provides annual payments to the charity of your choice. At the end of the trust term, assets within the trust pass to your heirs with little or no additional tax due.
By forming a relationship with Volunteers of America and making a planned gift, you help create real and lasting change in the lives of those who need it most. Few investments will have a greater return than your planned gift to Volunteers of America. Like no other nonprofit working today, Volunteers of America can make a difference - with your help.
For more information about making a planned gift to Volunteers of America Greater New Orleans, email us or call (504) 482-2130.
Volunteers of America Greater New Orleans is a non-profit human service organization that helps people in need throughout 16 parishes in southeast Louisiana. You can help by
donating your vehicle,
stocks and mutual funds,
life insurance, or making a
bequest in your will or
planned gift.
Volunteering your time is also an invaluable way to contribute.
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