Make a Lasting Impact: Name the VNA & Hospice Foundation as a Beneficiary of Your IRA
Planning for the future is one of the most meaningful ways to ensure your values and compassion live on. If you’ve been thinking about how to extend your legacy of care, a simple yet powerful option is to name the VNA & Hospice Foundation as a beneficiary of your IRA or retirement plan.
According to a 2021 Gallup poll, only 46% of U.S. adults have a will or estate plan in place. If you’re among the many who haven’t yet made these decisions, now is a perfect time to start.
Why Consider your IRA?
Retirement assets are among the most heavily taxed assets when left to heirs. However, when you designate a charitable organization like the VNA & Hospice Foundation as a beneficiary, those funds pass tax-free, allowing your gift to make its greatest possible impact.
This type of gift is:
- Simple to set up — Often requiring just a change of beneficiary form with your plan administrator.
- Flexible — You can designate a specific amount or percentage and adjust your plans at any time.
- Tax-efficient — Helps reduce potential estate and income taxes for your loved ones.
Want to Give Now? Consider a Qualified Charitable Distribution (QCD)
If you are 70½ or older, you can make a gift today from your IRA using a Qualified Charitable Distribution (QCD). This direct transfer from your IRA to the VNA:
- Counts toward your Required Minimum Distribution (RMD)
- Is excluded from your taxable income
- Provides immediate support to our services like the VNA Hospice House and VNA Home Health to make sure everyone receives the care they deserve regardless of their ability to pay.
It’s a smart way to give now and reduce your tax burden while making a difference in our community today.
Your Gift in Action
Whether you give now or later, your IRA gift supports compassionate care for patients and families in Indian River County. When you name the VNA as a beneficiary, your legacy will help fund vital services for generations to come.
If you notify us of your plans, you’ll be welcomed into the Nightingale Legacy Society, a group of generous individuals who are sustaining our mission through planned giving. Since 1995, society members have contributed more than $26 million to help provide expert and compassionate care to those who need it most.
Start the Conversation Today
To make the process easier, the VNA & Hospice Foundation offers a range of estate planning resources at vnahlegacy.org, including a free Estate Planning Guide and a list of trusted advisors through our Planned Giving Advisory Council.
For personal assistance or to notify us of your plans, contact Maurika Reed, Principal Gift Officer, at 772.978.5574. And remember—it’s always wise to consult your financial or tax advisor to determine the best plan for your circumstances.
A simple form or a qualified distribution today can lead to a legacy of care tomorrow.
Support the VNA & Hospice Foundation through your IRA—now or in the future—and ensure your compassion endures.
