Planned Giving

PLANNED GIVING: A LEGACY OF COMPASSION

With a "planned giving" gift to VOA, you can combine your charitable giving with your financial, tax, & estate planning goals; and know your legacy will live on for generations.

Depending on your individual situation, a legacy gift to VOA can help you manage your personal financial plan and extend your ability to help others for generations.

  • Legacy Gifts / Planned giving will make the world a better place for your children and grandchildren as you continue our good work by leaving a bequest in your will, acquiring an annuity, or making a gift of appreciated stock, real estate or other assets.
  • Estate planning and making legacy gifts helps protect the value of your estate from decreasing due to federal estate tax and other causes, all while supporting those in need. Below are some planned giving options that offer a variety of flexible and secure opportunities to be charitable, and typically reduce estate taxes.
  • We are happy to discuss charitable gift options for you and your family, please contact us directly, without any obligation, and we will be happy to speak with you or send you information that you can discuss with your estate planner or accountant.

Planned Giving Options

  • Estate Gifts
    Gifts by Will or Living Trust: Include a bequest to VOA in your will or trust (designate a specific dollar amount, a percentage or a share of the remainder), leaving a legacy without affecting your cash flow during your lifetime.

    Gifts of Retirement Plans
    Name VOA as a full or partial beneficiary of your IRA, 401(k) or other qualified plans.

    Gifts of Life Insurance
    Name VOA as a full or partial beneficiary of a life insurance policy, creating a significant endowment without impacting your cash flow during your lifetime.

    Outright Gifts
    Gifts of Securities: Transfer appreciated stocks, bonds, or mutual fund shares to VOA and we will use the funds from their sale to support our mission.

    Gifts of Business Interests
    Give an interest in a closely-held or family business.

    Gifts of Real Estate
    Make a substantial gift through a transfer of residential, commercial, or undeveloped real estate.

    Donor-Advised Fund
    Make an irrevocable gift to VOA of cash, securities or other property (minimum initial gift is $5 million) and these funds will be comingled with VOA endowment. You may propose that distributions from the fund be made on your own giving timetable in amounts of $50,000 or more.

  • Gifts of Personal Property
    Donate valuable personal property such as rare books, artwork or antiques.

    Gifts that Partner with Us
    Charitable Gift Annuity: Transfer cash or securities to VOA and we will pay you, or one other beneficiary you name, a fixed income for life.

    Deferred Gift Annuity
    Make a gift of cash or securities to VOA and beginning on a specified date in the future, we will begin to pay you, or up to two annuitants you name, fixed annuity payments for life (recommended for younger donors).

    Charitable Lead Trusts
    Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

    Charitable Remainder Annuity Trusts
    Transfer cash, securities or other appreciated property into a trust, which will make fixed annual payments to you or to your beneficiaries.

    Retained Life Estate
    Donate your home or other property to VOA and continue to live there rent-free for life, only paying taxes and upkeep.

    Charitable Remainder Unitrusts
    Transfer cash, securities or other appreciated property into a trust which pays a percentage of the value of its principal to you or the beneficiaries you name.

The Myrtle Legacy Society

VOA was founded by social reformers Maud and Ballington Booth on March 8, 1896. They envisioned a movement dedicated to "reaching and uplifting" the American people. "Myrtle" was Ballington Booth's pet name for his beloved wife, Maud.

We honor those who intend to remember VOA in their will, by naming them to The Myrtle Legacy Society. We always appreciate the opportunity to recognize our Legacy Society donors in our annual report and donor newsletter, as an inspiration to others who may perhaps follow suit. We recognize, however, that your bequest intentions are personal and that you may want to keep them confidential. If so, please let us know.

If you are interested in directing your legacy gift to us, please contact Christie Holderegger, VP/Chief Development & Communications Officer, at (916) 265-3965