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Planned Giving: Retirement Assets & Insurance

 

Retirement Assets
i.e. Qualified Pension Plan, IRA, Keogh, 401(k) or 403(b)

Instead of subjecting your IRA or other retirement assets to “double taxation” by both income and estate taxes when you designate to your heirs, consider avoiding all taxes by designating these assets for Visiting Nurse & Hospice Care of Santa Barbara. This may be the most “tax wise” gift you will ever make.

Simply write the name of Visiting Nurse & Hospice Care of Santa Barbara, including address, as the full or partial beneficiary on the designation forms for your IRA, annuity, or other retirement asset.

Life Insurance

Life insurance is a versatile tool for making gifts to Visiting Nurse & Hospice Care.  You can name VNHC as the beneficiary and owner of a new policy, or of an existing policy you no longer need.  Life insurance can also replace the value of your gift to a Charitable Remainer Trust.

Several members of the VNHC Planned Giving Committee are certified life underwriters and would be happy to offer a complimentary consultation on your insurance questions. Call Pat Snyder at 690-6222 to arrange for an appointment.