Planned Giving

Plan a gift to make a long term impact for disabled and paralyzed Veterans

PVA  offers our friends and supporters a variety of ways to consider planning their gifts. By choosing the right gift, you can benefit America's paralyzed veterans and fulfill your own long-term financial goals. When you plan your gifts, you are eligible to join our legacy circle.

MATCHING GIFTS

Companies all across America recognize the value of their employees' donations to Paralyzed Veterans of America, and offer matching gift programs to further increase the value of their donations.
 

How to give a Matching Gift

Get a matching gifts form from your company, fill it out, and then mail your gift to our headquarters!

Mail your matching gifts and/or forms to: 

Paralyzed Veterans of America
801 18th Street NW
Matching Gift Coordinator
Washington, DC 20006


You can also fax it or email:
202-416-7640
stacya@pva.org

The majority of companies offer online donations through their company websites. Just submit a matching gift verification request through your company’s online portal using our address listed above.

We are a non-profit, tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, Tax ID no. (TIN) 13-1946868 any additional information can be found here.
 

GIFT OPTIONS

There are many ways you can donate to PVA.

Bequests

Through a simple provision in your will you may make a gift to PVA. This is the easiest and most common type of planned gift. Making a bequest is an excellent choice if you want to maintain control of your assets during your lifetime and support Paralyzed Veterans in the future.
 
We can work with you and your advisors to craft specific bequest language that accurately reflects your gift intentions.

Sample Language

 I give, devise and bequeath to the Paralyzed Veterans of America, chartered by the U.S. Congress and located in Washington, D.C. the sum of _________________ dollars or ____% of the Residue of my estate. (or otherwise describe the gift).
 
Paralyzed Veterans of America
David Fanning, Senior Director
Planned and Strategic Gifts
801 18th Street, NW
Washington, DC 20006

Telephone: 800-424-8200, ext. 7789
Fax: 202-416-7640
Email: davidf@pva.org
Tax ID #13-1946868
Chartered by the United States Congress
Status:Exempt - 501(c)(3)

Charitable Gift Annuity

A charitable gift annuity is a formal contract between you and PVA. It states that if you transfer assets (cash and/or marketable securities) to us, we agree to make fixed payments to you (or another beneficiary you designate) for life. Upon your death (or the death of the beneficiary), the remaining assets become available to Paralyzed Veterans. 

It offers these benefits:

  • Potential increased income, a portion of which may be tax-free

  • You no longer have to worry about investment management and market fluctuations

  • Immediate charitable contribution deduction or lower income tax liability

  • Ability to avoid capital gains tax and reduce estate tax liability if any

The payout rate and charitable deduction for charitable gift annuities depends on the age of the donor and the number of beneficiaries. The older the donor is, the higher the payout rate is, and the higher the charitable deduction is for the year the gift is made.

Charitable Remainder Trust

 A Charitable Remainder Trust (Charitable Remainder Unitrust) may serve as a potential inflation fighter since the trust is revalued annually and may provide increased income in later years

Similar to a charitable gift annuity, the charitable deduction is dependent upon the age(s) of the beneficiary (ies) and the payout rate. Some trusts may be established for a term of years.

This technique offers these benefits:

  • Annual income for life

  • Immediate charitable contribution deduction

  • Removal of asset from estate

  • Ability to avoid capital gains tax and reduce tax liability

  • Ability to select the Trustee and offer investment management guidelines

  • Potential inflation fighter since trust growth beyond payout can provide increased income in later years

Similar to a charitable gift annuity, the charitable deduction is dependent upon the age of the beneficiary. If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 789. We’re also happy to work with your attorney or financial planner.

Revocable Living Trust

 A living trust, also known as a revocable living trust or a family trust, is a legal document that holds title or ownership to your real property and assets. When you create a revocable living trust, you transfer ownership of your assets to the trust. Transferring assets is typically called "funding." When you transfer title you DO NOT relinquish any control. You can still buy, sell, borrow or transfer.

To many the living trust looks a lot like a will. It includes the details and instructions for how you want your estate to be handled at your death. However, unlike a will a properly funded trust:

  • Does not go through probate.

  • Prevents the courts from controlling your assets at incapacity.

  • Allows you to name beneficiaries including Paralyzed Veterans of America.

If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 789. We’re also happy to work with your attorney or financial planner.


ASSETS TO GIVE

Cash

Maximize your charitable deduction and deliver immediate benefits to Paralyzed Veterans of America.

Stock and Other Appreciated Securities

The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Retirement Plans

The balance of your retirement plan may be worth more when donated. If you own a life insurance plan, you can name Paralyzed Veterans of America as the beneficiary of the policy.


Life Insurance

 If you own a life insurance policy you no longer need to protect your loved ones or business interests, you can name Paralyzed Veterans of America as the beneficiary of the policy.

A second option is transferring ownership of the policy to Paralyzed Veterans in your lifetime.

A third option is to purchase a new policy specifically for gifting. Life insurance rates have declined dramatically in recent years, and you may be surprised at the affordability of new insurance, even if you’re in your 60s or 70s. Benefits include:

  • Ability to make a large gift with little costs to you

  • Immediate tax deduction for the cash value of the policy if transferred in your lifetime

  • Current or future insurance premiums may be tax deductible

Life insurance can be a very cost-effective means to support PVA.

Stocks

It is frequently advantageous to make your donation in the form of appreciated securities. In most cases, the full market value of the securities is deductible, while capital gains taxes are eliminated.

For more information please contact David Fanning and please consult your attorney and/or tax advisor.


PLANNED GIVING STAFF

If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 7789. We’re also happy to work with your attorney or financial planner.

David Fanning, CFRE

Senior Development Officer and Managing Director of Planned Giving

801 18th Street, NW
Washington, DC 20006
800-424-8200 ext 789
202-416-7789 (direct)
202-746-5104 (cell)
202-416-7640 (fax)
davidf@pva.org
 

Stacy Ale, CFRE

Development Officer

801 18th Street, NW
Washington, DC 20006
800-424-8200 ext. 7691
202-416-7691  (direct)
202-416-7640  (fax)
stacya@pva.org


LEGACY CIRCLE

PVA deeply appreciates donations of all types and sizes.  To show our gratitude to you for including Paralyzed Veterans in your estate plan, we would like to welcome you to the Legacy Circle.

Whether you choose to remember our nation’s paralyzed veterans with a bequest or one of the other deferred gift plans we offer, your commitment means a great deal to the future of Paralyzed Veterans. If you would like to notify us of your decision, we will add your name to this roll of honor.