Legacy Circle

Make a Legacy Gift. Leave a Lasting Legacy.

One of the most powerful ways to help seniors access vital services, connection, and learning for years to come is through a legacy gift. Join our group of legacy donors who, like you, want to ensure that Vintage House is always here to serve Sonoma Valley. Find out how you can make a difference in seniors’ lives here.

Our Legacy Circle honors the supporter of tomorrow that makes this most personal and thoughtful gift.  As a thank you, we will invite you to attend key events as our guests.  Unless you prefer to remain anonymous, we will plan to list your name in our annual report and in the Legacy Circle Honor Roll that will be displayed at Vintage House.

Please reach out to us for more information at 707-996-0311 or email info@vintagehouse.org. We are grateful for your consideration.

Ways to Leave a Legacy

Bequests

A gift from your estate is both easy and versatile and may help you achieve your goals and benefit Vintage House in ways that may not be possible through a gift made during your lifetime.  Your gift could take the form of cash, securities, a tax-deferred account such as an IRA or 401-K, your home, or other property.  When you name Vintage House as the beneficiary of your IRA, 100% of the value of your account comes directly to Vintage House—tax free. When left to your heirs, individuals must pay taxes on funds as they are withdrawn. Ensure that 100% of the value of your hard-earned retirement savings is put to work helping seniors in need by naming Vintage House as a beneficiary.

Life Income Gifts

Gifts such as a Charitable Gift Annuity or Charitable Remainder Trust can provide you with secure income during your lifetime as well as substantial tax benefits.  These gifts can be funded with cash, property, securities, or other appreciated assets.

Gift of Home

The gift of your home or farm via a Life Estate Reserved allows you to live in the home for life, but enjoy a significant tax deduction during your lifetime.