Bequest by Will or TrustYou can make a charitable gift by designating a percentage or a specific dollar amount of your estate. This type of gift qualifies for the charitable estate tax deduction.
Retirement PlansYou can make a charitable gift using the beneficiary designation of your IRA, 401(K) or other retirement plan. This type of gift avoids estate and income taxation on the assets accumulated tax-free during your lifetime.
Life InsuranceLife insurance offers flexible ways to make a charitable gift of an existing or new policy.
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Appreciated PropertyGifts of stocks, bonds, mutual funds and real property qualify for a charitable income tax deduction, avoid capital gains taxes and reduce potential estate taxes.
Beneficiary DesignationsMany financial accounts, CDs, mutual funds, annuities and life insurance policies allow you to make a charitable gift using beneficiary designations.
Gifts That Provide IncomeYou can make a gift now, get immediate tax benefits, ensure that you or a loved one receives income payments for life and make a future charitable gift.
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January 2020-New MembersNew Legacy Society members were recognized at the 2020 Foundation Gala. L to R: Larry & Tracey Proskocil, Jessica and Dan Piskorski, Tony. R. Larsen, Stephanie and Scott Friesen, Barbara Johnson, and Christina and Caleb Pollard.
Not pictured: Catie Larsen & Jim and Becky Ries Why They Gave |
3 Steps to Leaving a Legacy |
Lloyd and Naomi's StorySeveral years before they passed away in 2013, Lloyd and Naomi Geweke of Ord used proceeds totaling $286,000 from the sale of a home in Arizona to fund three permanent endowments for Valley County.
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1. Choose
Consult with a professional adviser to choose a gift that aligns with your future plans, as well as your family and financial needs. 2. Share Share your plans with us! We will work with you to help decide on a designation for your gift that aligns with your personal goals and passions, as well as the future needs of VCHS. 3. Enjoy Enjoy being a member of the VCHS Foundation Legacy Society, knowing that your gift will leave a lasting legacy by ensuring quality healthcare for future generations. Already Planned a Gift? If you’ve already planned a gift to the VCHS Foundation, please let us know! We would love to hear your story and help you get all the benefits the Legacy Society has to offer. |
Hours
M-F: 1pm - 5pm
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Phone
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Email
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Address
207 S. 26th Street, P.O. Box 321, Ord, NE 68862
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