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Become a Member of the VNA Legacy Society

Legacy Society

Recent Legacy Society reception

Membership in the Legacy Society is available to anyone who includes VNA or the VNA Foundation as a beneficiary in a will, trust or other deferred gift such as a 401(k) plan. Once VNA has received your confirmation of intent to name VNA/VNA Foundation as a beneficiary, you will receive your letter of welcome to the Legacy Society.

WHAT ARE THE BENEFITS OF MEMBERSHIP IN THE LEGACY SOCIETY?

The greatest benefit is the personal joy of knowing that your gifts will ensure that VNA is able to help the elderly, the ill, the disabled and the dying. You will receive a welcoming gift in honor of your commitment and periodic invitations to special events sponsored by VNA. With your permission, you will be listed as a Legacy Society member in VNA publications.

LEGACY SOCIETY MEMBERS

Mrs. Presley Peters
Mr. Robert Marshall Brackbill
Mr. Robert Jatner
Mrs. Meaders Moore Ozarow
Mr. and Mrs. Thomas Ricciardelli
Mr. and Mrs. Wayne Dunning
Mrs. Val Imm Bashour
Dr. and Mrs. Richard Deen
Dr. and Mrs. Thomas W. Newsome
Dr. Georgia Caraway
Estate of Alberta Gail Hubbard *
Estate of Lynn Hardesty Dews *
Estate of Ruby Floyd Wynne *
Estate of William V. Mays *
Frank C. Carter *
Leonard W. Harper *
Lottye Brodsky Lyle, PhD
Martha C. Click *
Mr. Alvin T. Mays *
Mr. and Mrs. Brian K. Smoot
Mr. and Mrs. Charles E. Turner
Mr. and Mrs. Ernest E. Chapman
Mr. and Mrs. Glenn Kinkade
Mr. and Mrs. James F. Wallis
Mr. and Mrs. James W. McGehee
Mr. and Mrs. John H. Chiles
Mr. and Mrs. Norwood Cheairs *
Mr. and Mrs. Pomeroy Smith
Mr. and Mrs. Ted Enloe
Mr. Arthur M. Rigg
Mr. Dana Heter, Jr.
Mr. E. C. Harper *
Mr. Galan W. Freise *
Mr. Kim A. Cady
Mr. Melvin H. Vancil
Mr. Nace M. Clifford *
Mr. Raymond C. Huffer *
Mr. Thomas M. Hunt *
Mrs. Betty S. Regard
Mrs. Betty Worley-Frasch*
Mrs. Concepcion G. Davidson *
Mrs. Helen M. Watkins *
Mrs. Helen Snyder *
Mrs. Josephine Huguenin *
Mrs. Judy Walker Duck
Mrs. Laverne B. Huckaby *
Mrs. Lena M. Biser *
Mrs. Lucile L. West *
Mrs. Mitch Jericho
Mrs. Nancy Latner
Mrs. Roberta B. Harper *
Mrs. Roberta Donsbach *
Mrs. Rosemary Elizondo
Mrs. Susan C. Griffin *
Mrs. Susan Stone Poteet
Ms. Anna R. Kohlbeck *
Ms. Jo A. Kimberlin *
Ms. Lanie M. Lovvorn *
Ms. Leta Parks *
Ms. Marlyn Savage
Ms. Olive Hardin *
Ms. Sara Fraser Crismon
Ms. Shirley E. Kochman
Ms. Yvonne A. Evans *
Nancy L. Griffin *
Pattie Desimone *
Y. J. Elizondo *
Anonymous (13)

CHARTER MEMBERS

Ms. Shannon Cox
Dr. and Mrs. Clare D. Edman
Miss Lyda Hill
Mr. Bernard Joseph
Mr. and Mrs. Jerry P. Knippa
Mr. and Mrs. Bruce Lutz
Mr. and Mrs. Rex Spivey
Ms. Mary C. Steele Suther
Mr. C. Albert Tatum, III
Mr. and Mrs. Max B. Vernon
Mrs. Dee Wadsworth
Mrs. Joy Young
Bette C. Schuttler *
Ms. Ruth Sielaff *

*Indicates deceased

eBrochure Request Form

Please provide the following information to view the brochure.

Contact Chris Culak at (214) 689-2601 or culakc@vnatexas.org for additional information on bequests or to chat more about the different options for including VNA in your will or estate plan.

A charitable bequest is one or two sentences in your will or living trust that leave to VNA a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to VNA, a nonprofit corporation currently located at 1600 Viceroy Drive, Suite 400, Dallas, TX 75235, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to VNA or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to VNA as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to VNA as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and VNA where you agree to make a gift to VNA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.