Benevilla
Planned Giving

Gift Options

Gifts of financial support are extremely valuable in continuing the mission of Benevilla throughout the communities we serve.

  • Gifts of Cash - in any amount by cash, check, or credit card. These gifts are 100% tax deductible.
  • Gifts of Stocks, Bonds or Mutual Funds - capital gains tax may not apply.
  • Endowment Fund - a minimum of $5,000. Funds are invested and income only is used to support the organization's general purposes.
  • Honorariums or Memorials - gifts given in honor of (anniversary, birthday, etc.) or in memory of, a loved one or neighbor.
  • Other ways to give - eScrip Program, Online giving

Bequests in Wills or Trusts

These documents protect those you want to remember and provide for: your family, your friends, and charities. Benevilla can be given a specific dollar amount, a percentage of the remainder of your estate, or named a contingent beneficiary if no heirs survive.

Charitable Gift Annuity

Purchase a gift annuity of at least $10,000. Income is guaranteed based on your age at the time of the gift and you receive a current income tax deduction. Payments are made at least annually, partially tax free, through your life expectancy.

Charitable Remainder Trust

Managed by a trustee appointed by the donor. Income generated by the trust is paid to one or more beneficiaries specified by the donor (for example, the donor, a spouse, or children). Beneficiaries receive income for as long as they live or for a specified number of years, not to exceed twenty. After the lifetime of the beneficiaries, the assets pass to Benevilla.

Life Insurance Policy

Name Benevilla as beneficiary, or ownership rights can be transferred to Benevilla, getting a current income tax deduction and deductions on all future premiums paid by donor.

Retirement Accounts

Name Benevilla as beneficiary, eliminating estate and income taxes.

Benevilla uses computer software to provide you with proposals on many planned giving vehicles, detailing the tax advantages of each. If you'd like to receive a confidential proposal, please call Tina Wilson, Vice President of Development, for a basic information form. Discuss your ideas with your accountant and/or attorney to see what is appropriate for you.

eScrip

Imagine, by simply doing your weekly grocery shopping you can support the much needed senior support services that Benevilla provides in the community! It is really simple, here's how it works. When you shop at Safeway Stores, every time your Safeway Shopper card is 'swiped' Benevilla will receive matching funds, paid for by Safeway, based on the amount of your shopping bill. All you have to do is provide Benevilla with your shopper card information and go shopping! For more information, or to download the enrollment form, click here or call Benevilla's main office at 623-584-4999.

Online Giving



Click the donate button above to access our secure donation Web site and give to Benevilla today! You can use your Visa, MasterCard, American Express, or Discover cards to donate.

Recognition

The Humanitarian Society* recognizes those individuals who contribute up to $2,499 each year. The Humanitarian Leadership Club* honors those who donate a minimum of $2,500 annually. Lifetime membership is achieved for those that have donated $25,000 to Benevilla. Members of these groups enjoy special benefits and invitations exclusive to Benevilla Humanitarian level donors.

*Humanitarian Society and Leadership Club members are recognized annually for their tremendous support.

2011 Humanitarian Society Levels


Helping $500 to $999
Sharing $1,000 to $2,499


2011 Humanitarian Leadership Levels


Caring $2,500 to $4,999
Inspiring $5,000 to $9,999
Encouraging $10,000 to $24,999
Loving $25,000 to $49,999
Embracing $50,000 to $99,999
Nurturing $100,000 to $249,000
Cultivating $250,000 to $499,999
Sustaining $500,000 to $999,999
Empowering $1,000,000+


Donor Categories - Donor Wall

In addition to the naming opportunities detailed above, a donor wall will be prominently located on the campus as a permanent reminder - for generations to come - of those whose interest and generous support have made Benevilla's success a reality. The donor wall will be inscribed with either the donor's name, in memory of, or in honor of, as specified by the donor.

Humanitarian Giving Levels

Empowering $1,000,000 +
Sustaining $500,000 to $999,999
Cultivating $250,000 to $499,999
Nurturing $100,000 to $249,999
Embracing $50,000 to $99,999
Loving $25,000 to $49,999
Encouraging $10,000 to $24,999
Inspiring $5,000 to $9,999
Caring $2,500 to $4,999
Sharing $1,000 to $2,499
Helping $500 to $999

Humanitarian Leadership Club

The Humanitarian Leadership Club honors those who donate a minimum of $2,500 annually. Lifetime membership is achieved by those who have donated $25,000 to Benevilla. The goal of the Humanitarian Leadership Club members is to raise funds annually to support our friends and neighbors in the West Valley.

Membership Benefits

All members of the Humanitarian Leadership Club are automatically members of Benevilla's donors, the Humanitarian Society. Other benefits include having your name(s) listed in the Benevilla Annual Report, exclusive invitations to the annual dinner gala and other Great Mind Awesome Hearts events, and the satisfaction of knowing you made a difference in someone's life.

Legacy Circle

In November 1998, Benevilla created the Legacy Circle as a way to say thank you to a very special group of donors in our community. The Legacy Circle acknowledges those who have remembered us in their estate plans.

Legacy Circle membership is effective immediately. There are no dues and no meetings. What you receive is recognition and our sincerest thank you for supporting the community. However, your biggest reward will be the one your heart feels from knowing you made a difference in someone's life.

By including Benevilla in your estate plans, you ensure that your friends and neighbors continue to receive the quality in-home care and support, adult day care programs, care management and many other important services that help them to continue to live independently in their own homes now and in the future.

Professional Friends

Professional Friends of Benevilla's Legacy Circle was formed in 2001. It recognizes those individuals specializing in estate law, accounting, securities, financial planning, real estate, insurance, banking and trust administration who have assisted individuals in charitable gift planning or participated in Benevilla's Life Planning Series.

Please remember that the information provided about planned giving is not professional tax or legal advice. You should consult a tax advisor about your specific situation.


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