Preservation Virginia
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Planned Giving
Planned Giving
A planned gift to APVA Preservation Virginia can protect your assets from unnecessary taxes to the IRS and sustain APVA Preservation Virginia's 116-year legacy of historic preservation.

Whether your goal is to decrease your tax liability during your lifetime, establish a means for life income for you and/or a loved one, or protect your estate from taxes, there are a variety of giving options that can meet your needs and result in a charitable contribution to APVA Preservation Virginia.

The Legacy Circle is composed of individuals who have generously made a commitment to APVA Preservation Virginia through planned giving.

Ways to Make a Planned Gift

  • Bequests
    A bequest of a specified sum of money or property may be made, or you may designate a percentage of your estate to be contributed.
  • Charitable Gift Annuities
    Transfer assets to APVA Preservation Virginia and receive a fixed income payment, while avoiding capital gains tax on the gift portion.
  • Charitable Remainder Trusts
    Remainder trusts provide income for a beneficiary for life or for a designated term, with remaining assets contributed to APVA Preservation Virginia. There are a variety of trust options that provide different tax benefits.
  • Other Options
    Gifts of life insurance policies, retirement plans, real estate, personal property, securities, CDs, and other assets are welcome gifts that provide tax benefits to you.
For additional information on planned giving, please contact the APVA Preservation Virginia Director of Development, Myra Legg at 804-648-1889 ext. 311 / mlegg@apva.org.

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Preservation Virginia