Ways to Support

PLANNED GIVING

Planned Giving
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Planning ahead brings peace of mind and ensures security for you and your loved ones.

Use the resources below to create your legacy and fulfill your charitable ambitions.  

Bequests

By including a planned gift to Vivalon in your estate plan, you become part of our commitment to advance independence, health and quality of life for older adults and people with disabilities. We’ve partnered with FreeWill, an online tool that guides you through the process of updating or creating your legally valid estate plan at no cost. In just 20 minutes, this tool allows you to secure the future of your loved ones and the future of our programs. Click here to get started today! 


Have you already included Vivalon in your estate plans?

Please let us know so we can thank you for making our mission a part of your legacy!

Qualified Charitable Distribution

Supporters 70.5 or older with a traditional IRA are eligible to donate to Vivalon directly from their IRAs without increasing their taxable incomes. These gifts are, in many cases, tax-free, regardless of whether or not you itemize deductions on your tax return. You can use this online tool to make your donation online, print out the forms you need to complete the gift offline, or learn more about the benefits of giving from your IRA.

Consider Your Options

Income to you

Donate to Vivalon while creating income for you, your spouse, or your loved ones.

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providing for heirs

retirement plans

You can benefit from tax incentives by contributing through retirement plans.

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Types of Gifts

Real estate

Property such as a house or vacation home can be an important giving tool.

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gift annuities

securities

These gifts can be one of the most effective for tax planning.

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Additional Resources

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For more information
If you have any questions, please call (415) 456-9062 x4800 or email [email protected].
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