Extend your support for VIA and make a lasting impact with a planned gift. Explore the options available to you today or after your lifetime. Find a charitable plan that lets you provide for your family and support the causes you care about, including VIA.

• Bequests: The naming of VIA as a beneficiary in your will or living trust is called a bequest. Bequests may be made to direct cash or securities of a specific amount or as a percentage of your estate’s value. Bequests may also be made of personal property or real estate. Bequests allow you to retain your assets during your lifetime. These gifts are “revocable,” meaning you may change beneficiaries to your estate at any time.
• Gifts of Retirement Assets: Like a bequest, you may name VIA as a beneficiary of your retirement plan. Also like bequests, you retain the assets throughout your lifetime, and you can change the beneficiaries of your retirement plan at any time.
• Gifts of Life Insurance: You may name VIA as a beneficiary in your life insurance policy. This gift is also revocable, allowing you to change your beneficiaries at any time.

When you designate VIA as a beneficiary of your will or trust, you’ll be included in VIA’s planned giving society, Legacy Arc. It is part of our leadership annual giving program, VIA’s Inspiring Philanthropists, or VIP Circle.

Next Steps:

• Email advancement@viacenters.org for additional information or to discuss gift planning options.
• Seek the advice of your financial or legal advisor.
• If you include VIA in your plans, be sure to use our legal name and federal tax ID:
  Virginia Institute of Autism
  491 Hillsdale Drive
  Charlottesville, VA 22901
  Federal Tax ID Number: 54-1815297
• If you’ve included us in your legacy plans, please let us know so we can thank you.

Learn More:

• Sample Bequest Language
• Don’t Have a Will Yet?
• VIA’s Planned Giving Society – Legacy Arc

Maximize Your IRA and tax benefits. If you’re at least 70½ years old, you’re eligible to make a Qualified Charitable Distribution (QCD) from your traditional or Roth IRA, with amounts distributed to support VIA excluded from federal taxable income.

Requirements:

• You must be at least 70½ years old on the date of the distribution to VIA.
• Distributions must be made from a traditional or Roth IRA, including inactive SEP and SIMPLE plans. Distributions from any other type of retirement plan (401(k), 403(b), 457, Keogh, and active SEP and SIMPLE plans) will NOT qualify.
• QCD distributions are limited to $100,000 in total per year.
• A distribution must be made outright to a qualified public charity—it cannot be used to fund a charitable remainder trust, gift annuity, donor advised fund, or family foundation.
• Your plan administrator must transfer the funds directly–you may not receive the distribution first and then transfer it to the charity.
• The distribution must be received by the charity on or before December 31 to be counted in the tax year.
• Each distribution will be excluded from federal taxable income.
• Because the distribution is not taxable income, you cannot claim a deduction for federal tax purposes. Some states may treat distributions as income followed by a deduction. Please check with your tax advisor to learn more.
• QCDs count toward your required minimum distribution (RMD) if you are required to take one. Using a QCD to make charitable gifts will reduce the value of your IRA and taxable RMDs in future years.

Next Steps:

• Email advancement@viacenters.org for additional information on QCD gifts to benefit VIA, or to request a tax acknowledgement letter if you’ve recently made a QCD gift.
• Seek the advice of your financial or legal advisor.
• Read this FAQ resource from FreeWill, a trusted partner.

Designate gifts from your charitable account. A donor advised fund (DAF) is like a charitable savings account, giving you the flexibility to recommend how much and how often money is granted to VIA or other qualified charities. You may recommend a grant or recurring grants from your DAF to make an immediate impact—or use your fund as a tool for future giving. You may also create a lasting legacy by naming VIA as the beneficiary of the entire account or a percentage of it. With the percentage option, you may name your loved ones as your successors and set them up to continue recommending grants to VIA or other charities. Contact your fund administrator for a beneficiary form.

Next Steps:

• Contact Rebecca Ellison to discuss using your donor advised funds to support VIA.
• Seek the advice of your financial or legal advisor.
• If you include VIA in your plans, be sure to use our legal name and federal tax ID:
  Virginia Institute of Autism
  491 Hillsdale Drive
  Charlottesville, VA 22901
  Federal Tax ID Number: 54-1815297

Enjoy tax advantages when you donate stocks. Charitable donations of stock are exempt from the capital gains tax and are tax-deductible. VIA accepts donations of commonly held, publicly traded stocks, bonds, and mutual funds. The easiest way for you to make these gifts is through an electronic transfer from your brokerage account to VIA’s brokerage account at Edward Jones.

Use the information below when requesting a stock gift transfer through your broker:

• Edward Jones, DTC #0057, Account #49731596
• Virginia Institute of Autism
• Tax ID 54-1815297
• Edward Jones Phone: (540) 265-8629
• Edward Jones Contact: Matt Trent
• Email: matt.trent@edwardjones.com

Please contact Matt Trent to inform him of the stock transfer and attach the donor information including name, primary address, phone number, and email address. This ensures our ability to properly record and acknowledge your gift.

 

It’s Easy to Shop and Give—and Make a Difference

1. Donate one of the items listed below and help us meet ongoing needs. Email our Admissions and Family Support Services Coordinator, Hilary Nagel, to coordinate your gift.

• Laundry detergent
• Feminine products
• Toothpaste and toothpaste brushes
• Toilet paper or flushable wet wipes
• Bars of soap or moisturizing body wash
• Deodorant
• Dish soap
• Tuna
• Fruit (canned or individual serving packets)
• Oatmeal
• Mac and Cheese
• Peanut butter
• Healthy granola bars
• Gas gift cards

2. Support VIA with BoxTops for Education:

• Download the Box Tops App on the App Store or Google Play
• Choose the Virginia Institute of Autism as your school
• Tap the Scan button on the bottom center of the app to scan your paper receipts (receipts must be scanned with 14 days of purchase to receive points)
• Digital receipts from online grocery pick-up or delivery are also accepted – Simply email digital receipts to receipts@boxtops4education.com
• Invite friends and check out Bonus Offers in the app to help VIA earn Bonus Box Tops
• Tap on the Products button on the bottom right of the app to learn what products participate in Box Tops
• Visit https://www.boxtops4education.com/ to learn more about Box Tops