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.

Leave a Legacy

Individuals who wish to be partners in the future of our mission can make provisions for Vintage House in their estate plans- either by will, trust, life-income gift or other planned giving arrangement.

Enrolling is easy.  Simply advise Vintage House that a testamentary provision has been made.  The size of the gift need not be disclosed.  Legacy gifts can take many forms:

  • Bequests in wills or living trusts.
  • Life income gifts through a charitable remainder trust pooled income fund or gift annuity.
  • Retirement plan beneficiary designation.
  • Life insurance beneficiary designation or retirement assesses.

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 Renee Scott, Executive Director, for more information at 707-996-0311 or renee.scott@vintagehouse.org. We are grateful for your consideration.

Ways to Leave a Legacy

Gift of Appreciated Stocks
You can transfer shares of appreciated stock to Vintage House and take a charitable deduction on your tax return in the amount equal to the value of your gift on the day of the transfer. Transferring stock with significant gains to Vintage House will allow you to avoid capital gains tax on the appreciated value of the stock.

Gift of Real Estate
An individual can take an income tax deduction for 100% of the fair market value of real estate held for more than one year. In addition, the capital gains taxes due if the property had been sold are by-passed when the real estate is gifted. The outright gift of the property reduces your taxable estate.

Gift of Life Insurance
If you have a policy that was purchased several years ago but the need for this coverage no longer exists, instead of cashing in the policy for cash, consider contributing the policy for the benefit of Vintage House. By changing the ownership and beneficiary of the policy to Vintage House, you will receive a charitable income tax deduction for the value of the policy.

Gift of an IRA
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.

Bequest
You can name Vintage House in your estate plan by designating us as a beneficiary of either a percentage of your assets or a specific gift amount.

Learn About Our Legacy Circle