What is a Planned Gift?
A Planned Gift is any donation made as part of an individual’s overall financial and/or estate planning. Planned Giving allows you to meet your personal, financial, and philanthropic goals in tax-efficient, estate-friendly ways. Wherever you are in your career and your life, there is a Planned Giving option for you!

When you make a gift to the HNBA VIA Legacy Fund you become an integral partner in the mission of our organization. You can make a gift in your will, trust, or another account thatbecomes your personal legacy. A gift as part of your estate planning will ensure that yourcritical support will continue to help future Hispanic legal professionals and advance the HNBA important work and mission.

By joining the HNBA VIA Fund Legacy Fund, you open the door to opportunities for advancing our collective work. Most gifts will cost you nothing in your lifetime and may even earn some income. Planned gifts include:

• • Bequest by Will
  • Life Insurance
  • Retirement Assets
  • Savings Bonds
  • Donor Advised Funds
  • Gift of Real Estate
  • Gifts of Publicly-Traded Stock or Closely-Held Business Interests
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Charitable Gift Annuity

For more information on including HNBA/VIA in your planned giving, please reach out to Lisa Mead, CFRE, HNBA/VIA Director of Development, at  lmead@hnba.com  or Julia Lopez, National Finance Director, at financedirector@hnba.com.