Empowering Independence through Generosity
Estate and planned gifts are other great ways to support people with developmental disabilities. It is wise to plan now to ensure that tax consequences to your family are reduced. There are several ways to ensure that your wishes are carried out. The proper changes to any of the following you have are great ways to save your family tax liability while benefiting Vocational Visions:
- Living trusts
- Retirement plans
- Life insurance policies
- And many more
An outright bequest is a simple way to leave a gift to Vocational Visions. This is done in your will or trust, and there are several kinds of bequests:
- Fixed amount
- Percentage of estate
- Residual of estate
- Contingency request
The greatest estate and tax savings are usually realized by using assets like IRAs, pension plans, 401Ks and other qualified retirement plans.
Vocational Visions is pleased to work with your financial advisor to facilitate a charitable donation to our 501(c)(3) non-profit organization. We'll work together to help you and your advisor make an informed decision to best suit your personal financial needs and wishes. Advantages of Estate & Planned Gift donations can include:
- Increasing your income
- Reducing taxes (Income and/or estate taxes)
- Supporting Vocational Visions
It's a win-win situation!
Additional benefits of these charitable plans include: life income, capital gain bypass, income tax deduction, probate avoidance, asset management, estate tax reduction, family security, aid to estate planning, and increased income. We can provide necessary information about Vocational Visions to your attorney, CPA, or financial planner.
For more information, please contact Vocational Visions at 949-837-7280 ext. 231 or email@example.com