Why your gift matters.

Planned gifts are a way of leaving a meaningful legacy in support of a charitable organization that matters most to you. Remembering the New England Chapter, Paralyzed Veterans of America (New England PVA) with a bequest from your estate will help support our continuing efforts of advocating for the benefits and quality healthcare for our country’s most catastrophically injured heroes. Planned gifts help to provide resources and activities to enrich the lives of these veterans through therapeutic recreation, educational grants, adaptive equipment, and community awareness programs now and for decades to come.

New England PVA recommends consulting with an attorney, financial planner, or other licensed professional when considering or making changes to your planned giving arrangements. This information does not constitute legal, tax, or financial advice.

Some of the advantages of creating a bequest include:

  • A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for paralyzed veterans in the future
  • You retain control of and use of your assets during your lifetime
  • You may modify your bequest if your circumstances change
  • Gifts to New England PVA from your estate are exempt from federal estate taxes
  • If you let New England PVA know of your plans, we will recognize you as a valued donor in our Annual Report, at our Annual Membership Banquet, and on our website (only with your permission; you may give anonymously if you prefer)

Making a Bequest

A bequest to New England PVA can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. To make a gift to New England PVA from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.

Alternatively, you can designate New England PVA as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.

Planning Your Bequest

When planning for a bequest, you will need to consider how you would like your gift to be used to benefit New England PVA – whether unrestricted in purpose or restricted to a specific program or purpose, and whether you would like it to be an expendable fund (to be spent when received) or an endowed fund (to last in perpetuity.)

  • An unrestricted bequest allows New England PVA to determine how to use the funds based on its most pressing needs. Unrestricted bequests are extremely valuable because New England PVA can use them flexibly to meet its future needs
  • A restricted bequest directs assets to a specific fund, program, or particular purpose. A restricted bequest may be for an expendable or endowed fund
  • Expendable funds are used in their entirety, generally within a relatively short time frame. Some larger expendable gifts are used over longer periods
  • Endowed funds provide income every year in perpetuity to carry out the designated purpose of the fund. Note that endowed funds have minimum required amounts. Please speak with the Chapter Executive Director if you are considering a bequest to establish an endowed fund

If you would like to name New England PVA as a beneficiary in your planned gifts, please use the following information in your documents:

Paralyzed Veterans of America, New England Chapter

1208 VFW Parkway
Suite 301
West Roxbury, MA 02132
Tax ID: 04-6112881

If you are the executor, trustee, or personal representative currently responsible for administering a decedent’s planned gifts in which New England PVA has been named, please forward documents and communications to:

Paralyzed Veterans of America, New England Chapter

1208 VFW Parkway
Suite 301
West Roxbury, MA 02132
Tax ID: 04-6112881
Attn: Executive Director

Ways to Give