LEGACY GIVING

SMART WAYS TO INVEST IN KINGDOM WORK

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ABOUT THIS PROJECT

What is Legacy Giving?

Legacy Giving is simply the act of investing God’s resources to further kingdom work for years to come. You can impact the lives of thousands of children by making a commitment to give a portion of your treasure—now or in the future—to VisionTrust.

Recommended Giving Amounts

  • Why wait? Give today!
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Smart Ways to Leave a Legacy

1.  Give from Your Will or Trust

A Legal Will transfers the stewardship of what you own to those whom you entrust it to after your death. Many of our ministry partners desire to leave a legacy with their family and those they desire to impact for years to come.

2. Give from Your Qualified Retirement Account or Life Insurance

If you are 70½ years old, you can gift your required minimum distribution from your account (up to $100,000) tax-free as a rollover gift to VisionTrust.

Additionally, one of the easiest ways to include VisionTrust in your estate plan is to designate VisionTrust as a beneficiary. You can also help through a beneficiary designation on a life insurance policy. If ownership is assigned to VisionTrust, you can receive an income tax deduction for the cash value and any premiums paid.

3. Gift an Asset

If you have real assets that you would like to gift (like real estate, a portion or all of your business, or a car), consider gifting the asset before the sale. By doing so, capital gains taxes are reduced and you receive an income tax deduction.

4. Give an Investment

Many smart investors have a portfolio of resources like appreciated stock, mutual funds, or bonds. Gifting an appreciated investment before the sale provides the ministry with necessary resources while you receive a tax benefit.

5. Charitable Gift Annuity

If you are 60 or older and would like to give a significant gift to further God’s work while receiving an income that pays you, then a charitable gift annuity might be for you. A charitable gift annuity pays higher-than-market rates and reduces potential tax liability.

6. Donor-Advised Fund

Many partners choose to make a significant contribution to a third-party organization that will manage a donor-advised fund. Then the partner specifies how the donation will be distributed to their chosen charities. A tax deduction is received in the year that the fund is opened.

Important to Keep in Mind:

If you are interested in giving a gift from your estate, be sure to use VisionTrust’s legal name and tax ID to ensure proper distribution to the ministry.

Legal name: VisionTrust International Inc

Tax ID: 84-139-7081

Resources

Declaration of Support.pdf — If you’ve already included VisionTrust in your estate plan, let us know!

Sample Language for Giving a Gift from Your Estate.pdf — Useful language for those wishing to include VisionTrust in their estate plan

Questions?

Need to know how to include VisionTrust in your estate plan—or already included us? Please don’t hesitate to contact Sharon Segal if you have questions or need help getting started. We’re more than happy to assist you and look forward to hearing from you!

Sharon Segal, Director of Partner Engagement

sharons@visiontrust.org // Phone: 719.268.2943 // Fax: 719.528.1168

3710 Sinton Road, Suite 100 // Colorado Springs, CO  80907