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AVA Legacy Society

A Gift Planning Program of the American Vascular Association

What is Planned Giving? Benefits of Making a Planned Gift Planned Giving Strategies

How do I Make a Planned Gift? Donor Recognition Program Planned Giving Methods and Benefits

 

Message from Dr. William H. Pearce, MD, Chair, American Vascular Association

The mission of the American Vascular Association is simply stated, yet profoundly important: to reduce death and disability due to vascular disease. Despite the serious nature and prevalence of vascular disease, it is poorly understood by most Americans and under-recognized by most physicians; therefore, our research and education initiatives are vital to vascular surgeons and patients here and worldwide. 

As we enter a new era in vascular biology, we must secure funding to support our research and educational efforts. To this end, the AVA is launching a planned giving program to create an avenue of opportunity for future support while offering members the benefits of deferred giving. Planned giving offers a unique opportunity to give back to the specialty, while providing you with both immediate and long-term fiscal advantages. 
   
Making a planned gift is easier than ever, and will provide you and your family with several benefits such as:

• Reduce your income, capital gains (possibly avoiding), and/or estate taxes
• Increase current income for you and other family members
• Retain control of your assets now and reduce future estate taxes
• Have the peace of mind that you are protecting your family’s financial security while helping fund a cause close to you
• Pass assets to family members at a reduced tax cost
• Make a significant charitable gift to the AVA

There are a variety of mechanisms in which to make a planned gift including: will/revocable trust, charitable lead trust, charitable remainder trust, charitable gift annuities, life insurance, and estate trust. Always consult with your tax professional.

We are very grateful that you have shared our patience, focus and ambitious goals through the years.  Please keep the AVA in mind when preparing for your future. E-mail: ava@vascularsociety.org for more information.

Sincerely,
 

William H. Pearce, MD
Chair, American Vascular Association

   What is Planned Giving?

Would you and your spouse like a reliable stream of income for the rest of your lives? Could you benefit from an immediate tax-deduction while maintaining control of your asset and reducing the estate taxes paid by your heirs?  A planned gift to the AVA could be the answer. 

Planned giving is a strategy that helps donors maximize the personal benefits of their charitable giving, and allows them to make extraordinary gifts possible. Gift or estate planning enables donors to integrate generosity with tax planning to attain mutually beneficial outcomes. This type of charitable commitment typically comes from a donor’s assets rather than their income and can be made outright or differed.

Through careful planning and advantageous state and federal tax laws, it is possible to reduce or virtually eliminate income taxes such as capital gains, and transfer taxes including estate and inheritance taxes. Planned giving is a long-term development strategy that will maintain the legacy of giving created through the  AVA.

   Benefits of Making a Planned Gift

There are several benefits to remembering the AVA in your estate plan. With both immediate and long-term fiscal advantages, the AVA Legacy Society can offer you creative and innovative ways of protecting your assets.

Consider the advantages of:

• Reducing your income, capital gains (possibly avoiding), and/or estate taxes
• Increasing current income for you and other family members
• Retaining control of your assets now and reducing estate taxes in the future
• Having the peace of mind that you are protecting your family’s financial security while helping fund a cause close to you
• Passing assets to family members at a reduced tax cost
• Making a significant charitable gift to the AVA
• Taking advantage of a program that offers mutually beneficial outcomes for AVA and you.

   Planned Giving Strategies

• Will/Revocable Trust
• Charitable Lead Trust
• Charitable Remainder Trust
• Charitable Gift Annuities
• Life Insurance
• Estate Trust

   How do I Make a Planned Gift?

There are numerous ways in which you are capable of making a planned gift and the mechanism should be tailored based on your personal situation.

Planned gifts may be donor directed. If you have a specific interest in research or education, the AVA will restrict your gift for the appropriate use.

AVA advises that you seek legal counsel from your estate attorney if you believe a planned gift is right for you.

   Donor Recognition Program

 

The AVA Legacy Society is a visionary initiative established  to provide an alternative giving mechanism for its constituents. Individuals making planned gifts to AVA will be inducted into its Legacy Society at the time of the commitment and recognized in an appropriate manner. To acknowledge their visionary support donors will receive:

• Special designation in the AVA Annual Report
• Recognition through promotion of members at the Vascular Annual Meeting
• Invitations to all AVA donor activities and events
• Annual acknowledgments in SVS publications
• Receipt of a Legacy lapel pin identifying their visionary support
  

   Planned Giving Methods and Benefits

Planned Giving Methods and Benefits Chart