A Legacy of Compassion
PLANNED GIVING

With a “planned giving gift” to VOASW you can combine your charitable giving with your financial, tax, and estate planning goals, knowing your legacy will live on for generations.

Depending on your individual situation, a legacy gift to VOASW can help you manage your personal financial plan and extend your ability to help others for generations.

Two seniors, a man and a woman, sitting on a bench in a planed community, discussing planned giving to Volunteers of America Southwest.

Legacy Gifts / Planned giving will make the world a better place for your children and grandchildren as you continue our good work by leaving a bequest in your will, acquiring an annuity, or making a gift of appreciated stock, real estate or other assets.

Estate planning and making legacy gifts helps protect the value of your estate from decreasing due to federal estate tax and other causes, all while supporting those in need. Below are some planned giving options that offer a variety of flexible and secure opportunities to be charitable, and typically reduce estate taxes.

We are happy to discuss charitable gift options for you and your family, please contact us directly, without any obligation, and we will be happy to speak with you or send you information that you can discuss with your estate planner or accountant.

PLANNED GIVING
OPTIONS

Estate Gifts

Gifts by Will or Living Trust: Include a bequest to VOASW in your will or trust (designate a specific dollar amount, a percentage or a share of the remainder), leaving a legacy without affecting your cash flow during your lifetime.

Gifts of Retirement Plans

Name VOASW as a full or partial beneficiary of your IRA, 401(k) or other qualified plans.

Gifts of Life Insurance

Name VOASW as a full or partial beneficiary of a life insurance policy, creating a significant endowment without impacting your cash flow during your lifetime.

Outright Gifts

Gifts of Securities: Transfer appreciated stocks, bonds, or mutual fund shares to VOASW and we will use the funds from their sale to support our mission.

Gifts of Business Interests

Give an interest in a closely-held or family business.

Gifts of Real Estate

Make a substantial gift through a transfer of residential, commercial, or undeveloped real estate.

Donor-Advised Fund

Make an irrevocable gift to VOASW of cash, securities or other property (minimum initial gift is $5 million) and these funds will be commingled with VOASW endowment. You may propose that distributions from the fund be made on your own giving timetable in amounts of $50,000 or more.

Gifts of Personal Property

Donate valuable personal property such as rare books, artwork or antiques.

Gifts that Partner With Us

Charitable Gift Annuity: Transfer cash or securities to VOASW and we will pay you, or one other beneficiary you name, a fixed income for life.

Deferred Gift Annuity

Make a gift of cash or securities to VOASW and beginning on a specified date in the future, we will begin to pay you, or up to two annuitants you name, fixed annuity payments for life (recommended for younger donors).

Charitable Lead Trusts

Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts

Transfer cash, securities or other appreciated property into a trust, which will make fixed annual payments to you or to your beneficiaries.

Retained Life Estate

Donate your home or other property to VOASW and continue to live there rent-free for life, only paying taxes and upkeep.

Charitable Remainder Unitrusts

Transfer cash, securities or other appreciated property into a trust which pays a percentage of the value of its principal to you or the beneficiaries you name.

If you are interested in directing your legacy gift to us, please e-mail
development@voasw.org
or call 619-228-2050

Two grandparents, a man and woman, playing with their two male grandchildren, symbolic of the legacy of planned giving to Volunteers of America Southwest.