Trusts and bequests

This thoughtful method of planned giving can be created as simply as adding a paragraph to a will or trust. If you have remembered Blue Ridge Hospice in your Will or Revocable Living Trust, or are planning to, please let us know, we’d like to thank you now.

Or, you can download and fill out a form to let us know of your intentions to leave a legacy gift to Blue Ridge Hospice.

Download our Bequest Intent Form

Stocks and securities

Donations of appreciated stocks and securities are generally tax-deductible, both the stock’s original purchase cost as well as any “paper gain.” You may also be entitled to capital gains relief. If you own investments that are worth less than they originally cost, consider selling and making a charitable gift of the proceeds. This will result in a “financial loss” that you may be able to deduct from other taxable income.

Retirement plans

At the time of death, qualified retirement plan assets may be subjected to both estate and deferred income tax, which combined can use up most of the funds. You can designate Blue Ridge Hospice as a tax-free beneficiary of the remainder of your IRA, tax-sheltered annuity, qualified pension or profit-sharing plan.

This information does not constitute tax advice. Consult your tax and/or financial advisor for information regarding the tax implications of legacy gifts to Blue Ridge Hospice.

For more information on planned giving, please contact us at (540) 313-9200 or development@blueridgehospice.org.

Donor information is held in strictest confidence by Blue Ridge Hospice, and will not be shared, sold, or traded with third parties.