Bequest and Deferred Gifts

Estate Planning and Support of VNA

Gifts that benefit VNA through your estate planning can be very modest or larger than one could make during a lifetime. These gifts combined in an endowed fund in the Visiting Nurse Association Foundation can over a period of years dramatically increase VNA’s ability to provide charitable healthcare.

Planned Gifts to VNA and Charitable Care

There is growing demand for charitable care that is increasingly exceeding the funds that VNA has available. Gifts to the VNA Foundation through bequests and other deferred plans are invested in a managed fund unless otherwise designated by you, the donor, for immediate use. The managed fund’s earnings generate funds year after year, decade after decade, to supplement funds raised on an annual basis, so that VNA will be able to provide home healthcare to a greater number of people in need of our services.

Become a Member of the VNA Legacy Society

Membership in the Legacy Society is available to anyone who includes VNA or the VNA Foundation as a beneficiary in a will, trust, or other deferred gift such as a 401(k) plan. Once VNA has received your confirmation of intent to name VNA/VNA Foundation as a beneficiary, you will receive your letter of welcome to the Legacy Society.

What are the Benefits of Membership in the Legacy Society?

The greatest benefit is the personal joy of knowing that your gifts will insure that VNA is able to help the elderly, the ill, the disabled and the dying. You will receive a welcoming gift in honor of your commitment and periodic invitations to special events sponsored by VNA. With your permission, you will be listed as a Legacy Society member in VNA publications.

What Types of Deferred Gifts are Recognized for Membership?

There are a wide variety of deferred gifts that are best discussed with your attorney and/or accountant, or with a Certified Financial Planning professional.

The most common are:

  • Naming VNA/VNA Foundation as a beneficiary in your will.
  • Naming VNA/VNA Foundation as the beneficiary and owner of a new or existing insurance policy.
  • Naming VNA/VNA Foundation as a beneficiary in your retirement plan, e.g. IRA, 401(k).
  • Establishing a revocable or irrevocable charitable trust naming VNA/VNA Foundation as a beneficiary.

If you have any questions about the Legacy Society or planning your estate, please contact:

Kathleen Gigl, Vice President for Development, at 214-689-2601, or email to kgigl@vnatexas.org.

For a free copy of the VNA Planning Your Will guide, email Louise Utley at utleyl@vnatexas.org.