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Creating a Legacy

Help future generations by making a gift through your will or retirement account.

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Phone: 704.335.3557     I    Email: giving@viahp.org    I    Follow:  

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Wills, Trusts, and Estate Plans

Wills, Trusts, & Estate Plans

Help future generations for years to come...

Many of our supporters leave gifts to VIA Health Partners in their wills, trusts, or estate plans so they can do even more for future generations. You can, too. You'll be helping patients and families receive the care they need for years to come.

How it works:

  1. You designate a particular asset or a percentage of your estate to VIA Health Partners by including a bequest provision in your will or revocable trust. You can do this while creating your will or trust, or you can amend an existing one with a simple document. VIA Health Partners can be either a primary or a contingent beneficiary.

  2. If you plan to restrict the use of your bequest (designating to a specific area or program), you contact VIA Health Partners while drafting your will or trust to ensure your wishes can be met. The more narrowly you restrict the use of your bequest, the greater the risk that the program you want to benefit today won't be as vital or as relevant when we receive your gift in the future.

  3. You inform VIA Health Partners of your commitment, which helps for planning and ensures your wishes can be fulfilled. This is especially important for gifts of real estate, business interest, or other specialized property.

  4. VIA Health Partners receives your gift after your lifetime and applies it to the purpose(s) you specified. At VIA Health Partners, unrestricted charitable gifts are used to support top healthcare needs in our communities.

  5. Your distribution is fully deductible for federal estate tax purposes, and there is no limit on the deduction your estate can claim. In addition, the gift is usually exempt from state inheritance taxes.

Benefits:

  • Your gift costs you nothing now. You retain control of your assets during your lifetime.

  • You can change your mind or modify your gift if circumstances change.

  • Your gift can remain anonymous if you choose.

  • Your gift may provide tax savings or help reduce the tax burden for your heirs.

  • You can leave a gift in honor or memory of someone who inspired you.

  • You will be remembered as someone whose legacy included helping those in need receive the care and compassion they deserve.

Legal Language:

If you wish to name VIA Health Partners in your estate plan, we should be named as:

Hospice & Palliative Care Charlotte Region, a nonprofit corporation, organized and existing under the laws of North Carolina, with principal business address of 7845 Little Avenue, Charlotte, NC 28226.

VIA Health Partners Tax ID: 56-1219017

For regionally designated gifts:

VIA Health Partners (founded as Hospice Cleveland County): 56-1452373
VIA Health Partners (founded as Hospice of Laurens County): 57-0843527

Planned Gifts

Planned Gifts

A lasting gift...

Planned gifts can ensure that future generations will benefit from the services of VIA Health Partners. Through planned giving, there are many ways that your philanthropy can benefit your financial needs and tax planning. We can work with you and your advisor to help you plan for tomorrow while receiving maximum benefits today.

Learn more about planned giving options, such as bequests, gifts of stock or securities, and life insurance policies here.

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