Creating Opportunities
for Adults with Disabilities

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Estate & Planned Gifts

 

 

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:

  • Wills

  • Living trusts

  • Retirement plans

  • Life insurance policies

  • And many more

 

 

 Outright Bequest

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.

 

 

Consultation

We seek to help you plan your contributions to Vocational Visions with the least cost to you, using computer technology and the latest IRS information. We invite you to make an appointment for a confidential, no-obligation consultation with one of our Planned Giving staff and a professional financial advisor. Let us help you make an informed decision to suit your personal financial needs and wishes. Our free consultation will assist you in:

  • Increasing your income

  • Reducing taxes (Income and/or estate taxes)

  • Giving to Vocational Visions

 

It's a win-win situation!

The 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 will work with your attorney, CPA, or financial planner.

 

Contact Us

For more information, please contact Danielle Booth at 949-837-7280 ext. 214.