4 Estate Planning Mistakes and How to Avoid Them
If you are among the majority of Americans who haven’t yet started the estate planning process, now is the time. Your family members and heirs will be glad you did.
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.
5 Factors That Make Giving Feel Good
Many of us devote our time, talents, and contributions because it’s the right thing to do and we want to make an impact. Giving makes us feel good too.
Leverage Your Donor Advised Fund for the Long Term
The simplicity and tax savings of a donor advised fund (DAF) likely attracted you to it, but did you know that these same advantages continue when you designate the balance of a DAF to Vail Health Foundation after your lifetime?