Testamentary Life-Income Gifts

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Testamentary Life-Income Gifts

How it works

	You write a will or revocable trust directing a bequest to Volunteers of America.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to Volunteers of America.

Benefits

One estate asset can benefit both Volunteers of America and your heirs.
Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at 1-800-899-0089, ext. 5073 so that we can assist you through every step of the process.

Office of Planned Giving
1660 Duke Street
Alexandria, VA 22314-3427
1-800-899-0089, ext. 5073 | Fax: 703-341-7070
E-mail: rimbach@voa.org

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