Planned Giving

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    Ways to include Vera Lloyd in your estate plan

    The simplest form of a planned gift is a bequest in your will. It may be a certain dollar amount, a percentage of your estate, tangible items such as real estate and securities, or the remainder of your estate after you make specific bequests to others. Gifts to Vera Lloyd through your will are fully deductible in computing estate taxes.

    A “life income” gift, including charitable gift annuities or charitable trusts, allows you or a beneficiary to realize an income now from the planned gift, with benefits passing on to Vera Lloyd at a future date. You receive an immediate income tax deduction, you may avoid capital gains taxes, and estate taxes may be reduced.

    A gift of stock be made to Vera Lloyd may allow you to experience sizable savings on capital gains taxes.

    A gift of timberland can help Vera Lloyd care for hundreds of boys and girls in Arkansas every year. Forever gifts of timberland are placed in trust in perpetuity and can be named in honor of the donor. Annie B. Wells gave a gift of about 1,000 acres of timberland in 1923 to create a home to care for children in Monticello. Professional management through Davis-Dubose Forestry has provided valuable revenue to operate the children’s home and improve our facilities.

    By giving a gift through your estate,you can leave your legacy through charitable giving designated in your estate plan. Your estate plan is an extension of your personal values and an opportunity to leave a gift of significance to causes that are important to you. Vera Lloyd’s Board of Directors prayerfully invests estate gifts in benefiting children and youth who live at the agency’s children’s home.

    A trust can be established to provide lifetime income to one or more persons, with the remainder coming to Vera Lloyd upon the death of the survivor.

    A gift of a life insurance policy allows you to make a substantial gift to Vera Lloyd at a reasonable cost. The simplest way to make a life insurance gift is to buy a policy, giving full ownership of the policy to Vera Lloyd and naming Vera Lloyd as the policy’s sole beneficiary.

    For more information, fill out the form or contact Kerri Daniels, Director of Development, at 501-666-8195 or kerridaniels@www.veralloyd.org

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