A planned gift is a voluntary gift of any kind, in any amount—either current or deferred—given for any purpose with the assistance of a qualified volunteer, professional staff person or the giver’s advisor. Planned gifts can be used to support an organization’s operational expenses, capital expansion or endowment.*
There are a variety of planned gifts. Here are examples of the most common types:
- A bequest through one’s will
- Gifts of securities
- Annual gifts of income from charitable lead trusts
- Gifts of existing life insurance
- Gifts of real estate
- Gifts from retirement accounts
- Gifts of other possessions (for example, heirlooms, intellectual property, paintings, patents, antiques, jewelry and collections)
Please contact Kim Farnum, Manager of Community Relations & Development, using the contact box in the upper-right corner of this page, for more information about planned giving to Central Vermont Home Health & Hospice. We recommend that you also contact your financial advisor when you consider making a planned gift.
Please Note: If you have already included CVHHH in your will or estate plan, we respectfully ask that you notify us so that we may properly thank you and acknowledge your donation.
*Source: Planned Giving Simplified: The Gift, the Giver, and the Gift Planner; Robert F. Sharpe, Sr., John Wiley and Sons, Inc.