Planned Giving is the process of arranging a contribution that will be allocated at a future date. Often granted once the donor has passed away, planned gifts are usually donated through a will or trust. If you are interested in a Planned Giving contribution to the EVF, please contact Morton Cordell at 707-491-4550 or Debbie Champion at 408-960-6994 before you start the process. Our board members are delighted to explain the process and answer any questions you may have. ​

 

Ways of Giving

• A Bequest through a statement in your will, trust, or estate plan

• Appreciated stock, either publicly traded or closely held, represents the most common type of non-cash gift.   

• The EVF can be made a beneficiary of all or part of a life insurance policy.

• A Qualified Charitable Distribution (QCD) through IRA or Retirement Plan

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 Are You a Candidate for Planned Giving? 

Every Villages resident is a candidate for Planned Giving. Some, however, are better candidates than others. According to industry experts, the best candidates are over 55 years old. That’s pretty much all of us here at The Villages. Another potential candidate is those with appreciated property. Again, nearly all of us have watched the value of our homes at The Villages increase significantly over our time here. Some still have appreciated stock from their working days.

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Are you single or widowed? Over 1,000 Villagers are. Who will you will your estate to? Children?

Parents are often most concerned with taking care of their children in their estate planning. But what if your children are grown and successful on their own, and other than family heirlooms, don’t need anything from you?​