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.
Donate
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.
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.
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.
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?
We know that your decision to team up with Vail Health Foundation comes from the heart. Your kindness is especially heartwarming given how tough the economy has been this year.