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Tuesday, November 20, 2018

Planned Giving

Planning with Purposecvm_2261

At Community Volunteers in Medicine we are able to provide healthcare, hope and healing to thousands of uninsured individuals in Chester County because of the generosity and contributions of our hundreds of volunteers, individual and corporate donors, and community support and collaboration. Charitable planned gifts of support are crucial sources in securing our future and the future of our neighbors in great need of high quality, comprehensive and totally free healthcare for years to come.

Charitable giving does not require great wealth and not all gifts need be large. Your gift could help you, your estate, and your heirs. If you have an interest in a way to make an impact at CVIM, there are many simple options. A gift can be of any size and make the greatest impact over time.

 

Ways to Give

There are many ways to make Legacy and Life-Income gifts, which are future gifts that require some planning. Many of these gift options can provide lifetime income to you in return for your gift. CVIM will connect you with our gift planners, attorneys and estate planners to establish any of these gifts.

Gifts can be given to support current operations or endowment. CVIM has two endowment funds: The Gordon B. Hattersley, Jr. Unrestricted Endowment and The Edgar R. Lawrence DDS Dental Endowment. Your support is greatly appreciated.

We hope you will choose to make a gift today and help further the mission of CVIM.

Bequests, gifts from a will or trust, are the most popular form of planned giving. Include Community Volunteers in Medicine as a beneficiary in your will or trust. A gift of this type does not affect your cash flow during your lifetime and it is easy to revoke if your situation changes.

Appreciated Securities, Real Estate and Tangible Personal Property are valuable assets that when transferred or left as a gift to a charity may offer tax and estate benefits.

Retirement Assets, gifts from your IRA, 401K, 403B, pension, or other tax deferred plan are generally tax free when gifted to a charity. Simply designating Community Volunteers in Medicine on your plan’s beneficiary designation form and notifying CVIM is all it takes.

Gifts of Insurance can be lifetime gifts or estate distributions. Including CVIM as a beneficiary, your gift of a policy, or a deduction from your insurance policy from future premium payments as a gift may also offer tax benefits.

Business Interest, Closely-Held Stocks, and Partnerships when transferred or sold can include charitable gift plans while providing tax benefits.

Charitable Gift Annuities, Remainder Annuity Trusts, and Remainder Unitrusts are gifts that can be arranged to pay income over the life of the gift whether immediately or deferred.

Retained Life Estate and Charitable Lead Trusts are gifts that protect assets and may offer substantial gift or estate tax benefits.

 

To start your planned giving discussion, please contact Director of Development, Jason Arbacheski at 610-836-5990 ext. 132 or jarbacheski@cvim.org. We also encourage you to consult your advisors and qualified counsel regarding gift planning options.

CVIM closes at 1:00pm on Wednesday, November 21 and is closed all day on Thursday and Friday, November 22 & 23
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