Ways to Give

The “This is Personal” Campaign will provide the philanthropic support needed to successfully complete the new Willow Valley Communities Memory Care Center and provide important funding for caregiver training, resident care amenities, specialized programming, and research.  In addition to outright gifts of cash, there are alternative ways of providing a generous pledge to the capital campaign.  Because Willow Valley Communities Charitable Foundation is a 501(c)(3) organization, contributions are tax deductible to the fullest extent of the law.

Range of Charitable Gifts

At the inception of the Willow Valley Communities Charitable Foundation, a project feasibility study was conducted to determine the level of interest in supporting the Memory Care Center project. The information gathered throughout that study helped to develop a campaign strategy which includes the estimate of philanthropic contributions needed to bring this Center to fruition. The pattern for these contributions is reflected in the gift table below. From the smallest to the largest, every gift on this chart matters and will make a difference in the life of a Resident or care partner.

Vehicles for Giving

A Multi-Year Pledge

Donor(s) may choose to make their campaign gifts payable over a period of up to five years with the completion of a written pledge agreement.

A Gift of Securities

Willow Valley Communities Charitable Foundation supporters may own stocks, bonds, or mutual funds that have appreciated beyond their original cost and may consider making their campaign gift with these appreciated securities.  Often, such a gift represents a tax efficient way to support the campaign.

Qualified Charitable Distributions (QCD) from Individual Retirement Accounts (IRAs)

Donors age 70½ years or older may consider making a direct transfer of up to $100,000 annually from their IRA accounts to Willow Valley Communities.  The basic details and restrictions for taking advantage of this opportunity are as follows:

  • You must be 70½ or older when you make your gift, and the gift must be made from an IRA – no other retirement plans (such as 401k, 403b or SEP accounts) qualify.
  • Your gift must come to Willow Valley Communities outright – it cannot be used to establish a life-income arrangement or support a donor-advised fund. Because the Foundation is classified by the IRS. as a Supporting Organization, QCDs must be given to Willow Valley Communities, a 501(c)(3) organization.
  • Although the distribution will be free from income tax, it will not generate an income tax charitable deduction.
  • This giving option may be of particular benefit for those who do not itemize deductions.

Planned Gifts

In addition to current gifts that will support the campaign, planned estate gifts are very important to the future of Willow Valley Communities.  There are a number of options for creating a planned gift either currently or through your estate, including charitable gift annuities, charitable remainder trusts, outright bequests, and gifts of life insurance.  In some instances, new or increased planned gifts made in response to this campaign may be counted toward the $20 million campaign goal and may help qualify you for special “named gift opportunities” in the new Memory Care Center.  New and increased planned gifts are an excellent way to augment your current gift to the campaign. Please contact the Foundation for details about how qualifying planned gifts will be counted and credited to the “This is Personal” campaign.

A Gift of Jewelry, Art, or Other Real Estate

Under certain circumstances, Willow Valley Communities Charitable Foundation may accept gifts of real estate or other property.

Naming Opportunities

The variety of destinations within the Memory Care Center will allow for unique naming opportunities. In the first phase of the This is Personal campaign, numerous families took advantage of the opportunity to honor a loved one in perpetuity by naming a dedicated space that would have transformed the way their loved one experienced life while living with dementia.

Undoubtedly, the design and elements of the new Memory Care Center will hold incredible significance for Residents and caregivers on their journey through dementia. As we encourage everyone to be part of this project in a way that is meaningful to them, we invite family and friends to consider dedicating a space in honor of a loved one – not out of ego, but out of love for those who have been affected by dementia.

Examples of Naming Opportunities include the lake, the bistro, individual households, couple’s suites, screened porches, the adult day center, and permanent endowments. The availability of naming opportunities changes frequently, so please contact the Willow Valley Communities Charitable Foundation for a complete list of naming opportunities.  Jeffrey S. Kenderdine, Executive Director, can be reached by calling 717.464.6044 or by email at jkenderdine@willowvalley.org

We would be happy to discuss any ideas that inspire you!

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