Planned Giving

Bequests:
Naming The Vision Research Foundation as one of the beneficiaries in your will can reduce your estate tax and immeasurably benefit our research programs.

Pooled Income Fund:
Similar to a mutual fund, the collective contributions of participants are pooled together to provide the highest lifetime income yield for the beneficiaries.

Securities:
A donation of stocks and/or bonds is another way in which to generously donate to The Vision Research Foundation. By donating stocks you have owned for more than 12 months and that have increased in value, you can derive an additional benefit in that you avoid having to pay the capital gains tax appreciated on those stocks or bonds.

Gifts of Real Estate:
Deeding land, a residence or a vacation property to The Vision Research Foundation will provide substantial income for The Vision Research Foundation, while saving you the cost of capital gains taxes, and estate taxes.

Gifts of Life Insurance:
Naming The Vision Research Foundation as the owner of a life insurance policy that is no longer required for your personal financial security or the security of your family can result in a significant charitable income tax deduction.

Naming The Vision Research Foundation as the owner and beneficiary of a policy for which all payments are current entitles you to a tax deduction equal to the cost basis of the policy. Were you to make a gift of a policy that hasn't been paid in full, you would still be entitled to a tax deduction roughly equal to the policy's cash surrender value.

You can also name The Vision Research Foundation as a beneficiary or a partial beneficiary of a policy you retain.