Planned Giving

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Vasculitis Foundation Legacy Society

Have you made a will to provide for the people and causes you care about? Become a member of the Vasculitis Foundation Legacy Society by making a planned gift:

Fulfill your charitable wishes
Receive lifetime income
Secure an income tax deduction
Avoid capital gains tax

Bequests You can make a gift to the Vasculitis Foundation of a designated amount or a percentage of your estate through your will.

Retirement Plans You can name the Vasculitis Foundation as a beneficiary or joint beneficiary of several types of plans including pensions, profit sharing plans, Keogh plans, IRAs and 401(k) plans.

Life Income Plans

Charitable Gift Annuities Provide a guaranteed income for life for you, the donor — and another person, if you choose — starting immediately or sometime in the future. By transferring a minimum of $25,000 in cash, stocks or a combination of the two to the Vasculitis Foundation, you receive a fixed annuity income for the rest of your life and a tax deduction for part of your gift. After paying the lifetime annuity to you, the entire remaining principal is transferred to the Vasculitis Foundation. Annuity payments are based on your age — the older you are, the higher the rate.

Charitable Remainder Trusts Provide a lifetime income for you; but with added flexibility. You transfer stocks, cash or other property to a trust for a set term. The assets are invested in the trust and produce income for you for a fixed period of time.

Charitable Lead Trusts Provide interest income to the Vasculitis Foundation for a fixed time specified by you; the remaining funds go to someone you designate. This is the reverse of a charitable remainder trust.

The Vasculitis Foundation urges you to consult with your own advisors about the tax implications of your planned gift. We will be glad to work with you and/or your advisors to help you tailor a planned gift to your individual financial and charitable objectives.

If you would like more information, please contact our Executive Director, Joyce Kullman at 800.277.9474 or jakullman@vasculitisfoundation.org