A planned gift to Preservation Virginia can protect your assets from unnecessary taxes to the IRS and sustain Preservation Virginia's 116-year legacy of historic preservation.

Whether your goal is to decrease your tax liability during your lifetime, establish a means for life income for you and/or a loved one, or protect your estate from taxes, there are a variety of giving options that can meet your needs and result in a charitable contribution to Preservation Virginia.

The Legacy Circle is composed of individuals who have generously made a commitment to Preservation Virginia through planned giving.

Ways to Make a Planned Gift

• Bequests
  A bequest of a specified sum of money or property may be made, or you may designate a percentage of your estate to be contributed.
• Charitable Gift Annuities
  Transfer assets to Preservation Virginia and receive a fixed income payment, while avoiding capital gains tax on the gift portion.
• Charitable Remainder Trusts
  Remainder trusts provide income for a beneficiary for life or for a designated term, with remaining assets contributed to Preservation Virginia. There are a variety of trust options that provide different tax benefits.
• Other Options
  Gifts of life insurance policies, retirement plans, real estate, personal property, securities, CDs, and other assets are welcome gifts that provide tax benefits to you.

For additional information on planned giving, please contact the Preservation Virginia development office at 804-648-1889 ext. 303 / slevine@preservationvirginia.org.