CVAA - Contribute
Partnership Provides New Options
For A Legacy Gift
For many small and medium sized non-profits, it is often difficult to provide long-term, consistent stewardship and appropriate administration of their major gifts. To ensure that The Champlain Valley Agency on Aging can continue to support the services we provide, an Agency Fund was recently established with the Vermont Community Foundation. This will enable CVAA to focus on its mission of assisting people 60 and older in their efforts to remain active, healthy, financially secure, and in control of their own lives.
Through this partnership, CVAA will utilize the Vermont Community Foundation's expert services to create, receive and manage planned gifts from our donors. Planned or "life income" gifts are charitable gifts of a long-term nature such as bequests, annuities and trusts that allow donors to make major gifts with maximum tax and income advantages for themselves and their heirs.
Planned giving isn't just for older people or those who have great wealth. Depending on your situation, by naming CVAA in your will, setting up a gift annuity or giving from your retirement plan or life insurance could prove beneficial to you and your heirs.
The Vermont Community Foundation is a statewide public charity with approximately 450 different funds, each established to enhance the quality of life and strengthen Vermont communities. Working with Vermont Community Foundation offers CVAA and its donors the services of Tom Smith, its planned giving expert, to explain the benefits of the different options.
Planned gifts can produce better returns than many
other investments these days, which is good news for organizations
as well as for donors. For more information about a planned gift
to support CVAA, contact Sarah Lemnah, Director of Communications and
Development at 802-865-0360 or email sarah@cvaa.org
Senior HelpLine: (800) 642-5119 (Voice/TTY)
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