Light of Hearts Villa in Bedford, Ohio

PLANNED Giving

Ways to create a legacy

Light of Hearts Villa is proud to partner with FreeWill, a trusted online resource that allows you to create a legally valid Will for free—whether or not you choose to leave a gift to support our mission. Through FreeWill, you can also make a direct stock gift, contribute through your IRA, recommend a grant from your donor-advised fund (DAF), or donate cryptocurrency with ease. These tax-smart giving options provide a meaningful way to support our residents while maximizing your financial benefits.

Planning ahead ensures your values and legacy live on. Explore your options today—at no cost to you.

Will or Trust

Include a gift for Light of Hearts Villa in your will or trust, designating a specific dollar amount or percentage.

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

Non-Probate Assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a unique way to support Light of Hearts Villa while also securing financial benefits for yourself or a loved one. When you establish a CGA, you make a donation of cash or appreciated assets to Light of Hearts Villa in exchange for fixed, lifetime payments. These payments provide a steady income stream, offering financial security while allowing you to contribute to a mission that is close to your heart.

Benefits of a Charitable Gift Annuity:

  • Guaranteed Lifetime Income – You or a designated beneficiary will receive fixed payments for life, unaffected by market fluctuations.
  • Potential Tax Advantages – You may receive an immediate charitable tax deduction and a portion of the annuity payments could be tax-free.
  • Support a Meaningful Cause – After your lifetime, the remaining funds from your gift annuity will support the Light of Hearts Villa Benevolent Fund, ensuring continued care for residents who have outlived their financial resources.
  • Flexible Giving Options – You can structure your annuity to benefit yourself, your spouse, or another loved one.

A charitable gift annuity is a win-win opportunity, providing peace of mind and a lasting impact on the future of Light of Hearts Villa.

If you would like to learn more about how a CGA can fit into your financial planning, we would be happy to discuss your options. Contact Amy Huntley at 440.232.1991 ext. 524 or amy.huntley@lightofheartsvilla.org for a confidential conversation about your legacy giving goals.

Light the Way Legacy Society
With the Light the Way Legacy Society, you make provisions today that will meet the needs of tomorrow for our residents. The Light the Way Legacy Society is a special group of supporters who have chosen to make a lasting commitment to Light of Hearts Villa and its residents through a variety of estate-planning tools including bequest in a will or trust, charitable gift annuities, charitable remainder trusts, IRA designates, gifts of life insurance and much more.
Light of Hearts Villa honors the Light the Way Legacy Society members by listing their names on a special plaque, here on our website and in our Villa Voices newsletter. In all instances, we honor the wishes of those members who want to remain anonymous.
Current Members:
  • Phyllis Barone
  • Jim Beres
  • Stanley Caplinsky
  • Victor and Roberta DeMarco
  • Elizabeth Hickle
  • Russell Robert Konst
  • Margaret E. O’Brien
  • Connie and George Radous
  • Garay Simon
Frequently Asked Questions about the Light the Way Legacy Society
How do you become a Light the Way Legacy Society member?
By naming Light of Hearts Villa as a beneficiary in your estate plan or establishing a Charitable Gift Annuity (CGA) with Light of Hearts Villa:
  • Bequests: You make a gift from your estate to Light of Hearts Villa. Your estate may claim a tax deduction for the full amount of your charitable bequest. 
  • Charitable trusts: You designate in your will that a certain amount of money or property will be transferred to Light of Hearts Villa. Your estate receives a charitable deduction for the full, fair market value of your gift.
  • Charitable Gift Annuities: A charitable gift annuity with Light of Hearts Villa is a gift that gives back. It can provide you and/or another beneficiary with a stable income for life. You may also receive an immediate income tax deduction.
  • Life insurance: You make a gift of life insurance to Light of Hearts Villa. You may find you no longer need the financial protection of existing life insurance policies. By making Light of Hearts Villa a beneficiary of all or part of your policy would capitalize a new fund at the time of your death, and your estate would receive a charitable deduction based on the policy’s current value.
  • Retirement assets: You name Light of Hearts Villa as the beneficiary of all or part of your retirement plan assets upon your death. Your estate avoids paying large income and estate tax bills.
How are you added to the list?

By contacting our Director of Mission Advancement & Communications, Amy Huntley at 440.232.1991 ext. 524 or amy.huntley@lightofheartsvilla.org or by completing an Estate Provision Intention form and returning it to Light of Hearts Villa.

What benefits do you receive as a Legacy Society member?
If you agree, your name will be published in Light of Hearts Villa’s newsletters and other publications; you will receive invitations to Light of Hearts Villa events; and a sense of well-being, knowing you are supporting your community forever.
If you have already named Light of Hearts Villa as a beneficiary in your personal planning or to become a member of the Light the Way Legacy Society, please contact Amy Huntley in our Development Office by calling 440.232.1991 ext. 524 or email amy.huntley@lightofheartsvilla.org.
We encourage you to consult with an estate planning professional or financial advisor to evaluate tax and financing planning strategies.
The proper beneficiary designation is:

Light of Hearts Villa
283 Union St.
Bedford, OH 44146
Tax ID Number: 34-1619270

Let’s Talk

WE CAN HELP YOU PLAN YOUR FUTURE
When you’re ready to talk further about how you can plan your legacy, you can get in touch with us to help and answer any questions you may have. Please contact us using the form below.

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NEWS & updates

Sister Regina Kusnir Chapel of Light: A Legacy of Faith and Compassion

Sister Regina Kusnir, SC, has lived a life of extraordinary charity and has been an integral part of Light of Hearts Villa. She helped coordinate the transition of Lumen Cordium High School into an assisted living facility in 1989. Since 2005, she has served as the director of pastoral and special ministries, where she helps address the spiritual life of residents.

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