Including VNHC in your legacy giving will ensure compassionate and trusted care is provided for all in Santa Barbara County for years to come.
Consider Planned Giving in the following ways:
- IRA/Retirement Pension
- Insurance Policy
- Charitable Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
Please see below-suggested language for basic inclusions of VNHC in your will or estate plans.
Residual Gift Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give to Visiting Nurse & Hospice Care of Santa Barbara (Tax ID #77-0342043) all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Gift Language
Naming Visiting Nurse & Hospice Care of Santa Barbara as a beneficiary of a specific amount, or for a specific purpose from your estate, is easy:
I give, devise, and bequeath to Visiting Nurse & Hospice Care of Santa Barbara (Tax ID #77-0342043) the sum of $___________ (or asset) to be used for its general support, or for the support of a specific fund or program. If at any time, in the judgment of the Board of Directors of Visiting Nurse & Hospice Care of Santa Barbara, it is impossible or impracticable to carry out exactly the designated purpose, it shall determine an alternative purpose closest to the designated purpose.
Contingent Gift Language
Visiting Nurse & Hospice Care can receive a portion of your estate if your named beneficiary does not survive you:
If (insert name), does not survive me I devise and bequeath to Visiting Nurse & Hospice Care of Santa Barbara (Tax ID #77-0342043) the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).
Retirement Plan Beneficiary Language
You may name Visiting Nurse & Hospice Care of Santa Barbara (Tax ID #77-0342043) as a beneficiary of your IRA or other qualified retirement plans such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan for significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Visiting Nurse & Hospice Care as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to support our mission of compassionate and trusted care for all free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator.
Please find more information on planned giving options in the brochures below.
The Samaritan Society
The Samaritan Society is comprised of individuals who have generously included Visiting Nurse & Hospice Care in their estate planning. Members of the Samaritan Society play a significant role in sustaining the long-term fiscal viability of VNHC and its ability to plan for the future.
Becoming a member of the Samaritan Society is quite simple. In fact, you are already a member if you have named Visiting Nurse & Hospice Care in your will or trust, established a life income gift, or have otherwise included VNHC in your estate plans. When you inform us of your gift, we respect your wishes for participation, recognition or anonymity, as you prefer. Any details of your gift that you disclose are held in strictest confidence.
Please click here to inform us if you have already planned a gift.
Benefits of membership include:
- The opportunity to make a lasting contribution to Visiting Nurse & Hospice Care.
- Invitation to annual Samaritan Society reception and other selected events.
- Recognition in VNHC’s Heart to Heart magazine, annual report, website, and other printed materials.
- The satisfaction of knowing that you are helping to provide compassionate, quality care to those who need it, regardless of their ability to pay.
Samaritan Society Members
Margo & Jeff Barbakow
Helen J. Brown
Janice & Bob Contons
Edith (Lou) Dartanner
Margaret J. Dawes
Della Jean Elden
Mrs. Rusty Fairly
Joy & Stephen Frank
Dr. & Mrs. W.N. Guddal
Jane & Norman
Darlene & Walter Hansen
Shauna & Bob Hirsch
Sharon & Christopher Jones
Nancy & Bill Kimsey
Mr. & Mrs. Frank LaSalle
Chris & Mark Levine
Keith Mautino Moore
Marilynn E. Meyr
Lucille R. Owens
Marie & Mickey Plaut
Leo Robidoux &
Maryan S. Schall
Peter G. Simeth
Eric A. Skipsey
Patricia O. Snyder
Mr. David Sparer
Violet R. Stegall
Ted & Cynthia Thoreson
Daniel R. Venzor
Mary J. & Edwin A. Weston
Elizabeth A. Whitney
Norm and Rose Jaffe have many interests and support a wide variety of nonprofits, from education to opera to healthcare. As a couple with no children, they have put much thought and planning into their estate plans, carefully considering which charities they wish to benefit after they are gone. “When we first learned about Visiting Nurse & Hospice Care, we were most impressed with how it assists in a dignified manner when one is sick or at the end of life.” In 2005, they revised their estate plans to include a provision for 20% of their estate to go to VNHC. They actively participated as members of the honorary Samaritan Society and continued to learn more about the organization. Recently, they decided to increase their VNHC bequest to 50%! According to the Jaffes, “Visiting Nurse & Hospice Care is a caring service that has touched our hearts-and opened our purse strings- to help sustain this marvelous organization in perpetuity.”
Board Emeritus member Elna Scheinfeld understood the importance of planned gifts to the Visiting Nurse & Hospice Care- she actually founded its planned giving program in the early 1990s! But it wasn’t until years later that she discovered the best way to make her own planned gift, when attorney Steve Jung made a presentation to the board on the tax benefits of using an IRA. “I learned that if I left my IRA to my children or grandchildren, they would have to pay federal and state estate taxes over 50% and also income tax, meaning that they would receive only a very small percentage of the assets. Instead, I have now designated VNHC as the charitable beneficiary, so that 100% of the assets will go to doing good in the community. Changing the designation was easy, and I am glad to be helping ensure VNHC’s home health and hospice care services for future generations.”
Planned Giving Committee
Michael Bergquist, JD, CFP
Diane Doiron, CLU
Thomas Goodson, CLU, ChFC
Carolyn Howe, EA
Stephen Yungling, Esq.
* Disclaimer – The options and definitions provided are general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax, financial, and/or legal advisors concerning the specific consequences of making these types of gifts to VNHC.