What makes Vermont special isn't the same for everyone. What is it for you?

For some, it's the land -- the mountains, forests, and fields that have shaped generations. For others, it's the people -- neighbors who show up when it matters most. Each of us holds something about Vermont close to our hearts.

And just as we've benefited from the investments made by Vermonters who came before us, you too, have the opportunity to shape what comes next.

For many Vermonters, their wealth isn't in cash -- it's in land, homes, and other assets. That's why so many people choose to make a plan that allows them to continue using and enjoying what they have now while setting up a gift that will take effect in the future.

It's called Planned Giving.

No one likes to talk about dying. (Well, that's not exactly true -- just ask the millions of people obsessed with true crime podcasts.)

But when it comes to our own future, it's a little less entertaining and a lot more uncomfortable.

While often credited to Benjamin Franklin, "Nothing is certain but death and taxes" could just as easily belong in a planned giving guide. Some things in life are unavoidable, but you do have a say in what you leave behind.

When you think about Vermont's future, what do you want to help preserve -- or even build?

We know -- another acronym. But if you're 70½ or older, a QCD (Qualified Charitable Distribution) is a tax-smart way to give. It allows you to donate directly from your IRA, reducing taxable income while making an immediate impact on the Vermont causes you love.

Want to start a conversation? Our team of philanthropic advisors can help you create a legacy plan -- one that will have impact for generations to come. Getting started is just a phone call away at 802-388-3355 opt. 5 or email us at [email protected].