Experience Making a Difference

Donate to IVC

Experience Making a Difference



IVC Community

Planned Giving: A Legacy of Compassion

Planned giving is a powerful way to help IVC transform lives, communities, and society in a healing and positive way through the powerful combination of service and spirituality.

Leave a legacy that reflects your values. Your generosity to IVC has impacted countless lives. By including IVC in your estate plans, you help ensure that social service nonprofits serving the most vulnerable in our communities can continue to rely on IVC corps members’ skills, compassion, and dependability for years to come.

Join the Isabel Roser Society

IVC is proud to name its Planned Giving Society after Isabel Roser, a remarkable woman whose generosity and commitment played a pivotal role in the early days of the Society of Jesus. Isabel Roser, a wealthy Catalan noblewoman, was a devoted supporter of St. Ignatius of Loyola. Her financial assistance and unwavering support were instrumental in helping Ignatius establish the Jesuit order, which has since become one of the most influential religious communities in the world.

Isabel Roser’s legacy is one of faith, service, and profound generosity. During her time, her contributions were not just to the founding of the Jesuits but also directly supported the order’s mission to serve those in need. With her backing, the Jesuits were able to provide education, spiritual guidance, and relief to the poor and marginalized, reflecting the core values of compassion and social justice that define Ignatian spirituality.

In naming our Planned Giving Society the Isabel Roser Society, we honor her spirit of giving and her commitment to supporting those who serve the most vulnerable in our communities. Just as her support allowed the Jesuits to make a tangible difference in the lives of those in need, your legacy through the Isabel Roser Society will ensure that IVC can continue to provide skilled and compassionate service to those in need while fostering spiritual growth through Ignatian spirituality for years to come

The Benefits of Planned Giving

Impact: Ensure that your values of service, compassion, and justice continue to shape our world.

Tax Advantages: Many planned gifts offer significant tax benefits.

Flexibility: Planned gifts can be tailored to meet your financial and philanthropic goals.

Recognition: Donors who include IVC in their estate plans are honored as members of the Isabel Roser Society.

Ways to Give

Bequests: Including IVC in your will or trust is a simple way to leave a lasting legacy. You can specify a particular amount, a percentage of your estate, or a residual amount after other obligations have been met.
Sample Language for Bequests: “I give, devise, and bequeath [amount or percentage] to Ignatian Volunteer Corps, a nonprofit organization located at
740 N Calvert St #500, Baltimore, MD 21202, for its general use and purpose.”

Beneficiary Designations: You can designate IVC as a beneficiary of your retirement accounts, life insurance policies, or other financial accounts. This designation allows your legacy to support our mission without altering your will.

How to designate a beneficiary

  • Contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  • Ask them to send you a new beneficiary designation form.
  • Write IVC as “Ignatian Lay Volunteer Corps (EIN 52-1885486)”

When you pass away, your account or insurance policy will be paid or transferred to IVC, consistent with the beneficiary designation.

Qualified Charitable Distribution from your IRA: If you are 70 ½ or older, you may be able to lower the income and taxes from your IRA withdrawals. A qualified charitable distribution (or QCD) from your IRA is a way to help continue IVC’s work and receive a tax benefit this year.

Donor-Advised Funds: If you have a Donor-Advised Fund (DAF), you can recommend a grant to IVC or name IVC as a beneficiary of your DAF.

Retirement Assets: Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to help IVC. To leave your retirement assets to IVC, you will need to complete a beneficiary designation form provided by your retirement plan custodian. You can write IVC as: Ignatian Lay Volunteer Corps (EIN 52-1884586). If you designate IVC as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Beneficiary Designations: A beneficiary designation gift is a simple and affordable way to make a gift to support IVC. Retirement assets, bank and financial accounts, donor-advised funds, and life insurance policies all have beneficiary designations.

Charitable Gift Annuity (CGA): A Charitable Gift Annuity provides a powerful tool by which donors can support a charitable organization while providing themselves with a guaranteed income for life – usually at above-market rates. IVC Partners with the National Catholic Community Foundation (NCCF) as one option for starting a CGA. For more information about starting a CGA with NCCF, contact Edward Robinson, President of NCCF (1-800-757-2998).

How to Get Started

Consult Your Advisor: Talk to your financial or legal advisor about the best way to include IVC in your estate plans.
Contact Us: Reach out to Steve Eberle, Vice President of Advancement, at 410-752-4686 to discuss your intentions and learn more about how your gift will be used.
Let Us Know: If you’ve already included IVC in your plans, please let us know so we can thank you and recognize your commitment.