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Planned Giving
"I want it to be said of me by those who knew me best that I always plucked a thistle and planted a flower where I thought a flower would grow."
-Abraham Lincoln
Thank you for your interest in Virtua Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Bypass the Estate Tax
 On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title "Temporary Estate Tax Relief" and includes Sections 301, 302, 303 and 304. More ... |
Benefits for Family and Virtua Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | Bequests
Joe and Anna have been faithful supporters of Virtua Foundation. They believe it is important to support and encourage their mission. More on Bequests >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact vhf@virtua.org.
If you are a professional advisor, you may take the following steps on this site.
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