Legacy Society/Planned Giving
Gift planning is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself, your heirs, or both. Planned giving instruments include bequests, gift annuities and trusts, and retirement plans.
All planned giving requires a well-thought out plan, usually with help from your professional advisors, to achieve your needs and desires. Unlike “current” donations of cash or stock, planned giving typically leverages assets in your estate that will benefit the War Memorial after your death.
Depending on the type of your planned gift, you:
- could provide you a source of income for retirement, to help fund educational expenses and other needs, or provide financial security for a surviving spouse;
- could decrease your estate thus avoiding expensive tax liabilities known as “the death tax”;
- could provide your heirs a financial safety net;
- will ensure the future success of the Virginia War Memorial fulfilling its mission.
To learn more about these ways of giving or other ways you may want to help the Virginia War Memorial, please contact the Foundation office at 804.786.2060 or contact us.