An appraisal may be necessary, so please discuss this with us. Life income gifts . Charitable lead trusts are typically for individuals with large estates, and do not generate income for the donor. We can calculate the tax benefits and amount of income and you would receive for a specific gift, or we can work with your advisor to discover the best way for your gift to benefit both VLT and your financial goals. Retirement Accounts .
Many people today discover that some of their greatest assets are in their retirement accounts.
Naming VLT as the beneficiary of a portion of your retirement accounts can help you to make a significant future contribution, ensure that your beneficiaries receive the maximum value from the funds you pass on to them, and maintain your current financial security. Life Insurance . We ask you to consider the opportunity to make a lasting gift to conservation through a bequest in your will or living trust. Such gifts are fully deductible for estate tax purposes. You have the option to designate the use of funds from your bequest.