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 how to get started with Planned Giving? Check out some helpful tips from two financial professionals in these videos. Thanks to Cosmo Boyd of The 680 Group and Kim Davis of Kanner Baker for providing their insights on how anyone can make an impact on organizations they value through estate planning.
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: Naming CVI as a beneficiary of your IRA or other qualified retirement plan is a tax-effective way to support CVI services with a future gift. If you are 70½ or older, you may give up to $100,000 to a charity like CVI through your IRA. Download details for how to do this here.
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 Other Assets: Charitable remainder trusts are flexible and tax-wise vehicles that can provide you and your loved ones with income and create a generous remainder gift to fund programs and services at CVI that are important to you. Learn more about this by downloading details here. Gifts of securities are also a beneficial charitable gift. Download instructions for that here.
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.
Please contact the development office for more information: Shannon Fairorth at firstname.lastname@example.org 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.