EXPRESS YOUR VALUES WITH A LEGACY GIFT TO CVI
You can act on your values with a gift that will fuel CVI’s important mission for years to come. By including CVI now as part of your estate or gift planning, you can make a difference for thousands of children and adults living with vision loss.
From designating CVI as a beneficiary of your IRA, will, or life insurance policy to setting up a trust, you can provide meaningful future support to CVI while fulfilling your desire to leave a legacy.
STRATEGIES FOR LEGACY GIVING
Not sure where to start? Review the information and resources below. We also have videos that include helpful tips from Cosmo Boyd of The 680 Group, Kim Davis of Kanner Baker and Kristen Lewis of The Bowden Firm (all CVI Board of Trustees). They share their insights on how anyone can make an impact on organizations they value through estate planning and special needs trusts. Click the following link to access the videos and learn more.
Below are a few options to consider.
Giving Through Your Will: A bequest allows you to name one or more beneficiaries to receive a gift from your estate. You can add some simple language to your existing will to include leaving a gift to CVI. Download sample language here.
Giving Through Your IRA: If you have a traditional IRA and are age 70½ or older, you can make a tax-wise gift from your IRA directly to CVI. To make the process easier, CVI has invested in a secure online tool. This resource is 100% free and take less than 10 minutes to complete. Start here and complete the necessary forms to submit to your IRA custodian to use your IRA in this compassionate way.
Giving Through Life Insurance: Name CVI a beneficiary of a life insurance policy you no longer need by simply updating the designation form with your policy holder. You may also choose to name CVI as the owner and beneficiary of an existing policy. Download details for how to do this here.
Giving Through Stocks: Stock donations are a great way to save on your taxes while maximizing your support for those impacted by vision loss. To make the process easier for you, CVI has invested in a secure online tool that guides you through the process of donating stock in about 10 minutes.
As you begin thinking about your legacy, we recommend starting a conversation with your financial or tax advisor. There are numerous ways to act on your values through planned giving and you will need to consider the best option for your situation. You can download a letter of intent to give here.
Donors who include the Center for the Visually Impaired in their future giving plans are welcomed into the Mary Ann and Dick Cook Legacy Society, named in honor of the Cooks’ leadership and generous support.
We welcome your questions and look forward to helping you achieve your giving goals.
CVI is grateful to The 680 Group for its underwriting of these planned giving resources.
Please contact the development office for more information: Shannon Fairorth at email@example.com or call 404-602-4276.
Information on this web site is not intended as legal or tax advice. Please discuss planned gift options with your financial or tax advisor.