In many cases, the current economic climate makes planned giving a better investment than ever for people who insist on achieving maximal impact with their dollars.  We can partner closely with your financial advisor and Vermont's most respected planned gift experts to help you select strategies that best fulfill your specific goals. 

If you'd like a no-commitment, confidential analysis of what a planned gift to Vermont Center could accomplish for your financial health and for Vermont's communities, please give us a call at (802) 258-9560. 

Planned Giving at a Glance
If you want to -

• Generate a steady, reliable lifelong income for yourself or a loved one via a one-time gift of $15,000 or more:  
  Consider a Charitable Gift Annuity. 
• Leave a visible legacy in your name or that of your loved one:   
  The simplest means is a Direct Bequest.
  An Insurance Policy Assignment can have added income and estate tax benefits.
• Keep the most value in your estate and minimize heirs' income tax liabilities:
  Explore donating retirement plan assets.
• Retain personal use of a family vacation home or asset but minimize your tax liability:             
  Try a Charitable Remainder Trust.
• Avoid estate taxes while conferring property ownership on heirs over time:                         
  Turn to a Charitable Lead Trust

Helpful Planned Giving Resources in Vermont
     Glenn Jarrett, Jarrett Law Office, PLC. 802-864-5951
     Tom Smith, Charitable Gift Annuities at the VT Community Foundation, 802-388-3355
     George Vince, Law Offices of Vince & Brennan P.C., 802-453-2300 
     (To recommend additional resources for this list, please contact 802-258-9560)

For more information please contact::
VCDHH Development Office
(802) 258-9560 /advancement@vcdhh.org