Planned giving is the act of making a commitment to give a non-profit organization a major gift, over time or at death, as part of the donor’s overall financial and estate planning.
There are planned gift varieties which include the following:
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.
Benefits of gifts of stocks and bonds
Gifts of Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.
Benefits of gifts of real estate
Gifts of Retirement Assets
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.
Benefits of gifts of retirement assets
More on gifts of retirement assets One option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to the Villa Chardonnay. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
Benefits of gifts of life insurance
To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include the Villa Chardonnay as the beneficiary of your policy.
Contact us
If you have any questions about gifts of retirement assets, please contact us! We would be happy to assist you and answer any questions that you have.
Please let us know if you have already included Villa Chardonnay as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.
Villa Chardonnay Horses with Wings, Inc.
An Approved 501c3 Charitable Organization
P.O. Box 890130
Temecula, CA 92589
EIN 27-0666624
1-800-889-1377
© 2018 Villa Chardonnay – An Approved 501c3 Charitable Organization
© 2018 Villa Chardonnay – An Approved 501c3 Charitable Organization