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Light of Hearts Villa in Bedford, Ohio

PLANNED Giving

Planned Giving

Making Light of Hearts Villa a beneficiary of your will, trust or other legacy plan is a thoughtful way to provide life-transforming care for future residents of Light of Hearts Villa and leave an inspiring philanthropic legacy.

For an unrestricted gift that allows Light of Hearts Villa to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

“I give to Light of Hearts Villa, a nonprofit corporation currently located at 283 Union St. Bedford, OH 44146, with tax EIN 34-1619270: _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”

To designate your provision for a particular purpose:

“I give to Light of Hearts Villa, a nonprofit corporation currently located at 283 Union St. Bedford, OH 44146, with tax EIN 34-1619270: _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Light of Hearts Villa determines that the need exists. If Light of Hearts Villa shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Light of Hearts Villa may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.”

If you have named Light of Hearts Villa in your will or trust, please let us know by filling out this form so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift and add you to the esteemed Light the Way Legacy Society. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Please contact Amy Huntley at 440.232.1991 ext. 524 or amy.huntley@lightofheartsvilla.org for more information or fill out the form at the bottom of this page.

Ways to leave a legacy
Will or Trust
Include a gift for Light of Hearts Villa in your will or trust, designating a specific dollar amount or percentage.
Retirement Assets
Make Light of Hearts Villa the beneficiary of your retirement assets. Over 70 1/2? You may be able to satisfy your Required Minimum Distribution (RMD) by gifting the amount directly to Light of Hearts Villa with no negative tax consequences.
Life Insurance
Consider naming Light of Hearts Villa as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to Light of Hearts Villa. To make this gift, simply contact your insurance carrier and request a beneficiary form.
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 stable income for life. You may also receive an immediate income tax deduction.
Charitable giving book
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
  • 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 Development & 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

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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

Light of Hearts Villa Celebrates 35th Anniversary, Raises Over $215,000 at Light the Way Gala

October 3, 2024

Over $215,000 was raised last week to help support the residents and community of Light of Hearts Villa, a Bedford-based nonprofit senior living facility, celebrating its milestone 35th anniversary at the Light the Way Gala. The event brought together 350 guests on September 27 to support of the Villa’s highly regarded, faith-based, compassionate care provided for older adults.

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Light of Hearts Villa Celebrates Deficiency-Free Survey

January 4, 2024

Light of Hearts Villa, a senior living community in Bedford, Ohio, received zero deficiencies during their annual state survey this past month. An accomplishment that is not easily attainable in the highly regulated world of assisted living. But what exactly does having “zero deficiencies” mean?

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Light the Way Gala 2023

September 30, 2023

Our annual Light the Way Gala celebrated an incredible evening of generosity and support, raising over $120,000 for the Sister Helen T. Scasny, SC Benevolent Fund. This sold-out event on September 29, attended by over 250 people, illuminated the unwavering commitment of the community to the mission of Light of Hearts Villa.

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283 Union Street | Bedford, Ohio 44146

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© 2024 Light Of Hearts Villa. All Rights Reserved. | Website by HLJ Creative
© 2024 Light Of Hearts Villa. All Rights Reserved. Website by HLJ Creative