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.