Thank you for considering a planned gift to LifeMoves! A planned gift is any gift given for any amount, given for any purpose—operations, capital expansion, or endowment—whether for current or deferred use by LifeMoves, which requires the assistance of a professional staff person, a qualified volunteer, or the donor’s advisors to complete. In addition, it includes any gift which is carefully considered by a donor in light of estate and financial plans.
While the most common planned gift is typically made through a bequest in a person’s will or living trust, there are a range of other vehicles for you to consider. The following are a few ways to make a planned gift to LifeMoves.
A simple charitable bequest can provide very meaningful support for our mission as well as reduce the amount of estate and inheritance taxes paid. Bequests may be specific assets or amounts, or they may be proportional or residual in nature.
Many people have life insurance policies that are no longer needed for their original purposes. Such policies can be given to LifeMoves and an income tax deduction can be taken for the cash surrender value. Plus, the annual premiums on a new or existing policy given to the organization irrevocably may also be tax-deductible.
Without giving up ownership of your life insurance policy, you can still designate LifeMoves as a whole or partial death beneficiary. Contact your insurance company for a Change of Beneficiary form.
Most checking, savings and brokerage accounts can be bequeathed to LifeMoves through a simple “payable on death” designation with your financial institution.
Naming LifeMoves as primary, partial or contingent beneficiary of your retirement plan is a simple, practical gift idea. Contact your plan custodian for the proper beneficiary change forms.
Many people have fully appreciated savings bonds. These assets cannot be donated during your lifetime without first being converted to cash and, therefore, generating taxable income. By making a gift of savings bonds through your will, you can avoid this tax and support the continuing efforts of LifeMoves.
For additional information or to arrange a confidential gift-planning consultation without obligation, please contact Amy Wright at awright@LifeMoves.org or (650) 685-5880 ext. 132. The information above is intended for educational purposes only and should not be considered legal, accounting or other professional advice.
The main ballroom is now at maximum capacity but you can still enjoy the program!
Please join us in the adjacent ballroom to mingle with other LifeMoves supporters, enjoy breakfast and watch the event in its entirety on a large screen.
J.D. Vance is an investor, commentator, and author of the #1 New York Times best seller Hillbilly Elegy: A Memoir of a Family and Culture in Crisis, described by the National Review as a “brilliant book” and by The Economist as “one of the most important” reads of 2016. Ron Howard and Brian Grazer of Imagine Entertainment have announced plans to produce a movie based on Vance’s book.
Raised by his working-class grandparents in Middletown, Ohio, Vance graduated from Middletown High School in 2003 and then immediately enlisted in the U.S. Marine Corps. During his time in the Marines, he deployed to Iraq in support of Operation Iraqi Freedom.
When he finished his four-year enlistment, Vance enrolled at Ohio State University, where he studied political science and philosophy, and helped coordinate the university’s bipartisan voter education drive in 2008. After graduating from college, he studied at Yale Law School, where he worked at Yale’s Veterans Legal Services Clinic, providing free legal counsel to veterans of our nation’s wars in Vietnam and Iraq. Vance earned his law degree in 2013.
After a stint at a large corporate law firm, Vance moved to San Francisco to work in the technology industry. He serves as a principal at the leading Silicon Valley venture capital firm Mithril Capital, cofounded by Peter Thiel and Ajay Royan. As an investor, Vance has taken a special interest in the biotechnology industry and other transformative sectors of the economy.
In early 2017, Vance joined as a partner in AOL founder Steve Case’s venture capital company, Revolution LLC, which concentrates on bolstering entrepreneurship and disruptive, high-growth companies outside of the sphere of Silicon Valley. He also returned home to Ohio to found Our Ohio Renewal, a nonprofit organization dedicated to addressing the state’s opioid crisis and bringing high-quality employment and educational opportunities to Ohioans.
He regularly discusses politics and public policy, having appeared on ABC, CBS, and FOX News, and currently serving as a contributor on CNN. Vance lives in Columbus, Ohio, with his wife, newborn son, and two dogs, where he works on his nonprofit and investment activities.