Gifts that pay you back
Transfer securities, cash, or other property to Vivalon and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or, in some cases, up to a certain number of years.
Explore income gift options
Learn about gift types that enable you to impact our organization while supporting yourself or loved ones for years to come.
Charitable Gift Annuities
Experience the best of both worlds: support our cause while receiving fixed payments for life with a Charitable Gift Annuity.
Charitable Remainder Trusts
Tailor income streams, diversify assets, and leave a lasting legacy through the flexibility of a Charitable Remainder Trust.
Charitable Lead Trusts
Enhance your giving strategy by providing immediate support to our cause, while safeguarding assets for loved ones later.
Planned giving helps fuel Vivalon’s mission
A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure older adults in Marin are cared for well into the future. With nearly one out of every three residents over 60, our mission has never been more important and your support more crucial.
I love gift annuities because they give me a great tax-advantage gift that benefits Vivalon and the me at the same time!
Barbara Otto
Vivalon Donor
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Yvonne Roberts
Title :Chief Donor Relations Officer
Phone: 415-258-0578
Email: yroberts@vivalon.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.