Planned and Estate Giving
Your support of Cape Fear Valley Health Foundation throughout the years is deeply appreciated. Without it, the Foundation could not continue to provide help, hope and healing to families in our community.
Now, we invite you to join the Legacy Circle.
The Legacy Circle has been established to recognize those supporters who have remembered Cape Fear Valley Health Foundation in their estate planning.
When you join the Legacy Circle, you will receive special member benefits. These include:
• You will be invited to Cape Fear Valley Healthy Foundation
events throughout the community.
• You will receive a subscription to Cape Fear Valley Health
Foundation’s magazine, Making a Difference, so that you
may keep informed about the work the Foundation does
in our community.
• You will be listed as a Legacy Circle member in Foundation
publications and on our donor wall in the hospital.
• You will know that your gift made a difference to
our community, leaving the world
better than when you found it.
It’s easy to become a member
After providing for your family and loved ones, you can remember the Cape Fear Valley Health Foundation in your will for a specific dollar amount or a percentage of whatever is remaining in your estate.
Charitable Gift Annuity
You can make a gift of cash or appreciated securities, and in return, you and/or others will receive fixed, guaranteed payments for the rest of your life, along with favorable tax benefits.
You can set up a trust that provides you with current income for life for yourself and/or loved ones. You will also receive favorable tax benefits. At the end of the term of the trust, the Cape Fear Valley Health Foundation receives what is
remaining in the trust.
You can name the Cape Fear Valley Health Foundation as a beneficiary of a retirement plan, enabling you to possibly avoid substantial estate and income taxes that would have been due if left to anyone other than a spouse.
You can transfer ownership of a life insurance policy that
is no longer needed by your family to the Cape Fear
Valley Health Foundation. Or, you can make the Health Foundation the owner and beneficiary of a new policy.