Successful Partnerships in Planned Giving
Shelburne Farms, VT
Pat Reasoner shares LEAVE A LEGACY®’s belief that everyone can make a difference in the lives that follow. Pat wanted to make a special gift when she retired as Shelburne Farms’ receptionist. “I’ve always adhered to the Native American belief of saving the Earth for the seventh generation out,” notes Pat. “That’s happening at Shelburne Farms everyday; everything they do is geared toward saving resources for the future.” After discussing retirement plans with her advisors, Pat approached Shelburne Farms about making a gift that would provide her with life income and also benefit charity. This sparked a new partnership between Shelburne Farms and the Vermont Community Foundation with Pat setting up a Charitable Gift Annuity at the Foundation to benefit Shelburne Farms. The VCF offers a wide range of technical assistance and planned giving expertise to nonprofit organizations throughout the region. “It’s a real win-win,” reports Shelburne Farms Membership Coordinator Sue Dixon, “Expanding options we offer members without increasing our overhead.”
