Remembering Vitamin Angels with a bequest from your estate will help sustain and strengthen the organization in years to come. Some of the advantages of creating a bequest include:
If you let Vitamin Angels know of your plans, we will be able to thank you now and recognize you as a member of our Heritage Society.
A bequest to Vitamin Angels can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. To make a gift to Vitamin Angels from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.
Alternatively, you can designate Vitamin Angels as a beneficiary of a retirement plan or life insurance policy. To do so, contact your retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form. You can designate a specific purpose for such a gift with a separate letter prepared with assistance from our Planned Giving Account Manager.
When planning for a bequest, you will need to consider how you would like your gift to be used to benefit Vitamin Angels—whether unrestricted in purpose or restricted to a specific program or project, and whether you would like it to be an expendable fund (to be spent when received) or an endowed fund (to last in perpetuity).
Those considering a planned gift should consult their own legal and tax advisor. Our Planned Giving Account Manager is happy to help you explore options for designating a bequest to Vitamin Angels. Please contact us.