Below are just a few ways, other than a simple will or beneficiary designation, to make planned gifts to CVHS. While estate and income tax savings are probably not your motivation for giving, many planned giving options can potentially reduce or eliminate such taxes for you and your heirs. This enables more of your hard earned money to directly benefit animals and your community for the future.

Life Insurance

There are several ways you can support CVHS through an insurance related gift.

  • Add CVHS as a beneficiary to your policy
  • Give a paid-up policy
  • Make CVHS the owner and beneficiary

Gifts of Stock and Securities

Gifts of Stock and Securities are a great way to give through your estate plans. When you leave stock to CVHS, you pay no capital gains tax on the appreciated value to the full extent of the of the law.  If you are interested in leaving CVHS a gift of stock or securities please contact Sherry Knudsen, Senior Development Officer, at 802-371-9843 or email sherry@centralvermonthumane.org

U.S. Savings Bonds

Bonds are an excellent asset to bequeath to CVHS. If you die owning them, the accumulated interest is taxed before your heirs inherit them. However, if they are left to an organization like CVHS, that tax is not due. We suggest that you check with your advisors about the best way to bequeath your savings bonds to CVHS.

Gifts of Real Estate

When including real estate in your will, it is important to clearly identify the address and include a legal description of the property, such as lot and block number. When we are notified that we are a beneficiary of real estate we will likely sell the asset. The executor of the estate has the real estate appraised for tax purposes, and if there is a mortgage on the property, the mortgage is paid off and CVHS receives the balance. Please be aware that as part of our gift acceptance policy, all gifts of real estate are examined on a case-by-case basis.

Gifts of Retained Real Estate

These gifts allow you to continue to live in your home and allow CVHS to then use your property or the proceeds from the sale of your property when your retained life estate ends.  Please be aware that as part of our gift acceptance policy, all gifts of real estate are examined on a case-by-case basis. 

A Charitable Remainder Trust (CRT)

This is a life-income arrangement that provides you and/or other beneficiaries with a stream of income for life or for a period of years. After the trust terminates, the principal, or “remainder interest,” goes to CVHS.

A Charitable Lead Trust

This is the inverse of a charitable remainder trust and is an irrevocable trust that generates a potential income stream for one or more charities of the donor's choice, with the remaining assets eventually going to family members or other beneficiaries.

Important: The material presented in this website is intended only as general educational information and should not be interpreted as legal, financial or tax advice. Figures cited in examples are for hypothetical purposes only and are subject to change. We encourage you to consult your financial, tax, and/or legal advisors to obtain guidance specific to your individual situation and philanthropic goals. 

Ways to Make a
Planned Gift

Important: The material presented in this website is intended only as general educational information and should not be interpreted as legal, financial or tax advice. Figures cited in examples are for hypothetical purposes only and are subject to change. We encourage you to consult your financial, tax, and/or legal advisors to obtain guidance specific to your individual situation and philanthropic goals.