Leave a Legacy
Leaving a legacy with a planned gift to HOPE is an outstanding way to combine your desire to support the mission of creating stable, affordable housing for adults with developmental disabilities with your overall financial, tax, and estate planning goals.
Planned giving is the process of making a contribution that is arranged in the present but allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.
PLANNED GIFTS CAN ALLOW YOU TO:
- Create a legacy of support
- Make a larger charitable gift to HOPE than you thought you could
- Structure a gift that provides for your financial future as well the financial future of HOPE
- Reduce estate costs of your heirs
- Avoid or minimize capital gains tax on appreciated assets
- Reduce your current year income tax
WAYS TO PLAN YOUR FUTURE
- Leave a legacy by remembering HOPE in your will or trust or by making HOPE a beneficiary of appreciated securities, a life insurance policy or your retirement plan
- Protect your assets by giving your home to HOPE while retaining the right to use the property during your lifetime.
- Give a gift that provides income to you for life and saves on your current income taxes
If you have already included HOPE in your estate plans or would like to begin the planning process If you have already included HOPE in your estate plans or would like to begin the planning process, please contact Kristin Martin or complete our online pledge form.
Our Legacy Society recognizes and honors friends and families who have remembered HOPE in their estate plans. We invite your membership and look forward to working with you to ensure HOPE’s future. Planned gifts of $10,000 or more qualify for the Legacy Society. Your generosity will be recognized during your lifetime with:
- Special recognition on our website, newsletter and, at events
- Members-only invitations to premier events
- Naming opportunities at HOPE properties
The information on our website will help you get started, but it may not apply to your specific situation. Before you make a planned gift, do contact your legal and/or financial advisors to help you determine which approach is best for you.