Planned Giving Opportunities
- Charitable Bequests
- Charitable Gift Annuities
- Charitable Trusts
- Gifts of Life Insurance
- Retirement Plans and Other Investments
Through New England Village’s Planned Giving Program, there are many ways our supporters can continue their dedication to NEV now and into the future. Your commitment to NEV is important, and we invite you to strengthen that commitment by considering one of the NEV Planned Giving opportunities. A Planned Gift is a lasting investment in NEV: Advancing our mission and ensuring our ability to respond to the challenges we will face in the future, as we have done for over 40 years. All of our Planned Giving options provide a way of planning for NEV's future along with your own.
Many donors, once they have completed arrangements with their lawyer or financial planner, send a copy of the specific section of their will or trust document that details their commitment to NEV. Although this is not necessary, it assists us with our planning and allows us to keep you updated on our mission.
If we know of your generous gift, you will receive our newsletter Scoops, which provides regular updates about our people, programs and services. You will also receive other updates and, with your consent, your name will be listed in our Annual Report. You can also be listed as an anonymous donor. Please know that information you submit to NEV is maintained in the strictest of confidence. Plan for our future and yours, review the NEV Planned Giving Options and give us a call with any questions.
Gifts That Can Support Your Personal and Financial Objectives
One of the easiest and most common planned gifts is a gift to NEV through your will. You can make a gift to NEV without parting with your assets during your lifetime. Many people who are concerned about the future of NEV's work have found that a charitable bequest to NEV is an effective way to leave a lasting legacy for a cause in which they deeply believe. The tax savings for charitable bequests are an added benefit. If you would like to make a charitable bequest in your will, our EIN number is 04-6144180 and the following language may be helpful: I give and bequeath the sum of $ ________ (or _______% of my estate) to New England Village, Inc., to be used in support of its general charitable purposes. Return to Top
Charitable Gift Annuities
When you create a Charitable Gift or Trust Annuity, you can receive a guaranteed fixed income for life while knowing that you are also supporting NEV. Planned giving through Charitable Trusts and Gift Annuities offers an opportunity to leverage your commitment to NEV while also receiving substantial individual tax benefits. Return to Top
A Charitable Trust is a legal trust that has a charitable beneficiary. In a Charitable Remainder Trust, the charity receives the remainder after a beneficiary of the donor's choosing receives income for a period of time. In a Charitable Lead Trust, NEV receives the income for a period of time after which the assets are passed to the donor's beneficiary. They are particularly useful for assets that have appreciated in value and for managing capital gains and gift taxes. Return to Top
Gifts of Life Insurance
Another way to provide for NEV is to name NEV a beneficiary of any individual or group term life insurance policy. You will get an estate tax deduction for insurance proceeds that pass on to NEV upon your death. You can gift a new or existing policy as well as designate NEV as the beneficiary. Return to Top
Retirement Plans and Other Investments
These plans have tax benefits for accumulating assets but at death they may be subjected to both income and estate taxes. Without planning, over 60% of the value of your tax-deferred accounts may go to paying taxes. Gifting these accounts makes use of the full value of the assets. Return to Top
For more information on NEV's Planned Giving Program, please call Dolores Rezendes (781) 293-5461 x107 or email at firstname.lastname@example.org. If you have already included NEV in your will, life insurance, or estate plans, please let us know. Please give us the opportunity to keep you informed about NEV's current activities, explain how your gift will be used, and thank you appropriately for your generous commitment to our mission.
The material found here in our online Planned Giving pages is for informational purposes only. New England Village strongly recommends that you discuss your estate planning with your financial planning advisor to determine which of the above options is appropriate for you. Contributions to New England Village, Inc. are eligible for the maximum income and estate tax charitable deductions available for gifts to a charity.
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Mission Statement: To empower adults with intellectual and developmental disabilities to realize their potential and pursue their dreams through innovative programs and community living.