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PRESERVE YOUR VALUES

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A legacy gift is an opportunity. It is your chance to enshrine the community values you cherish most in life for future generations. By making a legacy gift, you can create a strong future for the Village, helping us continue our mission to support the independence and quality of life of our older neighbors and strengthen our inter-generational community.

Your legacy gift is a lasting investment in the Village and your neighborhood, and will support active, independent, and healthy aging for years to come.

The Village Legacy Society honors the generosity of those who remember the Village in their estate planning. Members of the Legacy Society share our commitment to create a supportive community where older adults thrive, age with independence, and stay connected with people of all ages.

Your personal financial or tax advisor can answer specific questions about what type of planned
donation is appropriate for you. We can provide questions and information you can share with your financial planner or attorney. To name the Village in a planned gift, identify us as:

 

The Cleveland Park Village Inc.
PO Box 1123I
Washington, DC 20008
Federal Tax ID#: 320 379 524

Here are some common strategies for leaving legacy gifts:

  • Name the Village as a beneficiary of your IRA, 401K, or other qualified retirement plan

  • Designate the Village as a beneficiary of your life insurance policy or bank/brokerage account, or naming us in your will or trust

  • Fund a charitable remainder trust that will provide the Village with funds after your death (or the death of your surviving spouse) but provide income tax benefits now

 

If you are already planning to leave a Legacy gift to the Village, this form will help. Please download and return to the Village and we'll follow up.

Interested in learning more? Call us: 202-615-5853.