PLANNED GIVING PARTNERSHIP PROGRAM
Our Planned Giving Partnership Program offers VCF agency fundholders a turn-key planned giving program which features charitable gift annuities, charitable remainder trusts, and charitable lead trusts. VCF staff will work with you and your donors to arrange any of these gift vehicles. The program requires no upfront investment by the organization, no additional staff training, and no organizational liability.

As part of the planned giving services we offer for nonprofit organizations, the VCF can:

• Issue Charitable Gift Annuities for donors who want their gift to eventually support the activities of your organization. We will provide your donors with information about the program, how to calculate and report their charitable deduction for tax purposes, and will supply application forms and a gift annuity contract. We will invest the gift, pay the annuity to the donor, and set aside the remainder in a VCF Donor Designated fund for your organization. The VCF will also prepare and file all required tax forms annually. Please click here for detailed information in PDF format.
   
• Help your donors set up Charitable Remainder Trusts for which VCF will serve as trustee. We will consult with your donors on which type of trust would fit their situation best, provide sample trust documents and suggestions for reporting their gift for tax purposes, invest the trust assets in up to five different Vanguard Index funds, issue quarterly checks to the donor, file the necessary annual trust tax returns, and provide an annual report of trust activity. At the end of the trust term, the remaining assets are set aside in a VCF Donor Designated fund for your organization.
   
• Help donors establish Charitable Lead Trusts which will make distributions to a Donor Designated fund at the VCF for the benefit of your organization. We will provide the donor with transfer tax calculations, sample trust documents, and suggestions on how to report their gift for tax purposes. The VCF will serve as trustee for charitable lead trusts, or we will help donors select a willing trustee.
   
• Assist donors with the actual Gift Transfer to the VCF for the above vehicles and issue an IRS gift acknowledgment letter. Gift annuities can be funded with cash or marketable securities. Charitable trusts can be funded with any type of property that has value, including cash, marketable securities, real estate, personal property, closely-held stock, etc. We can also handle outright gifts of cash, marketable securities, real estate, personal property, closely-held stock, etc., if the gift is to a VCF Donor Designated fund to benefit your organization.
   

Please contact our Philanthropic Giving staff for more information on any of these services. We are always available for Technical Consultation, whether that means a meeting with your development staff, a presentation to your board, running a gift scenario calculation on our software, or sitting down with a donor.

A note on Partnership: Our goal is to work with nonprofit organizations as partners in the planned giving process. We have found that this process works best when organizations remain engaged with their donors throughout. Being engaged means talking with donors about the benefits of the gift and assuring them that a gift through the VCF is a smart way to provide needed support. At the appropriate time, we ask that you introduce the donor to us, and when appropriate, arrange a personal visit between the donor, yourself, and a VCF staff member.