Make a Legacy Gift

Planned Giving: A Chance to Give and ReceiveLegacy giving

The generosity of our donors is an essential ingredient in allowing us to help homeless teens, both now and in the years ahead.

Thoughtful strategic planning of charitable gifts combines two objectives. One is to remain committed to your desire to make a difference for children who need help. The other is to augment your overall financial picture.

Some of the investments you can use include:

Charitable gift annuity: Visions and Pathways has an income-generating charitable gift annuity program (CGA) through the Community Foundation of New Jersey. A CGA gives you a fixed, guaranteed income for life. At the same time, you can see how your money is helping to make a difference in the lives of the vulnerable kids in the care of Visions and Pathways.

Retirement plans: Designate Visions and Pathways to receive part or all what remains of your retirement plan after your death. Such transfers can be a tax-efficient way of making a gift. For example, heirs may receive as little as 30% of a retirement plan from a large estate after estate tax and income tax, while Visions and Pathways would receive 100% of it tax free.

Insurance policies: Designate Visions and Pathways Endowment Fund to receive all or part of the proceeds of a life insurance policy. Ask your insurance company for a beneficiary designation form.

Charitable bequests: Instruct your attorney to add a charitable bequest for Visions and Pathways to your estate plan for a specific amount, a specific property, or for a percentage of the estate.

Charitable remainder trusts: Talk to your attorney or financial planner about the tax and income benefits available to you and your family through a charitable remainder trust.

To learn more, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. , Somerset Home development associate, at 908-526-6605. ext. 312