Bergen LEADS

P

lanned Giving

Give Smarter Planned Giving

 

 

Did you know there are creative ways you can support the Volunteer Center without costing you anything during your lifetime?

 

Planned gifts benefit you, your loved ones, and those served by the Volunteer Center all at the same time.

 

• Make a bequest gift that costs you nothing during your lifetime.
• Give stock and realize larger tax savings.
• Get a monthly paycheck for life in return for your annuity gift.

 

Where to Begin?

The Bergen Volunteer Center offers several options for planned gifts that recognize the donor’s personal, financial and charitable wishes.

 

Outright Gifts

• Membership contribution by cash, check or credit card
• Appreciated property
• Tangible personal property

 

Deferred Gifts

• Charitable Unitrust
• Charitable Annuity trust
• A gift of remainder of interest in personal residence

 

Wills and Bequests

• General bequest
• Specific bequest
• Percentage bequest
• Residuary bequest
• Contingent bequest

 

Life Insurance

Volunteer Center as the primary beneficiary

 

For more information or assistance in setting up a charitable planned gift, contact Donna Leibe, at dleibe@bergenvolunteers.org or 201-489-9454 ext. 215.