Have You Notified Your Beneficiaries?
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.
A Win-Win With a Gift of Stock
If you own stock that’s increased in value (and you’ve owned it for at least one year), you have a unique opportunity. When you donate the shares, you receive the same tax savings that you would if you wrote Vail Health Foundation a check, but with the added benefit of eliminating capital gains taxes.