Ways to leave a legacy
Gifts in your will
Remembering the Vulcan County Health & Wellness Foundation in your will is an act that is generous, powerful, and surprisingly simple. It allows you to leave a larger gift than would be possible during your lifetime, while still retaining control of your assets.
One of the great benefits of leaving a legacy gift, is that there is no immediate cost to you. You can bequeath a piece of property or other tangible assets, securities, cash, or even a percentage of your estate. Gifts made through your will can also serve to lower or even eliminate taxes owed on your final estate.
You may also choose the purpose for which your gift will be used:
Your gift can be directed to support the areas of highest priorities, providing the flexibility to respond to evolving demands and allowing funds to be used where they are most needed.
Your gift can be directed to support the Vulcan County Health & Wellness Foundation. Discuss which options are right for you with your loved ones and financial advisor.
The Top 7 Myths About Leaving a Charitable Gift in Your Will / Webinar
Gifts of securities
You can make a healthy investment and reduce your taxes by donating shares to the Vulcan County Health & Wellness Foundation. Contact us to learn more or speak to your financial advisor.
When you make a gift of securities – like stocks, mutual funds, flow-through shares or bonds – to the Vulcan County Health & Wellness Foundation, your gift has immediate impact. Eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds, plus receive a charitable tax receipt for your donation. You can give now, or as part of your estate planning.
Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to the Vulcan County Health & Wellness Foundation by completing the appropriate transfer form. And finally, get in touch and let us know you have made a planned gift so that we can show our gratitude.