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Giving

Planned Giving

HOW TO MAKE YOUR PLANNED GIFT WITH THE “HOPE LEGACY PROGRAM”
Hope Legacy, Home of Hope’s Planned Giving Program, provides a variety of tax saving options to designate a future gift now that continues to support Home of Hope in the future.

Why Planned Giving?

  • Planned giving provides you with the opportunity to maximize your tax benefits while increasing your giving options.
  • Planned giving can provide new or increased income to you or your designated beneficiary and still reduce or eliminate capital gains taxes on appreciated assets.
  • Planned giving can help you reduce your taxable estate while enabling you to support the causes that are most important to you.
  • Planned giving often can enable you to significantly increase the size of your gift.
  • Planned Giving allows you to identify the causes that are important now, so that you can arrange to support them later by leaving a future lasting legacy with virtually no cost to you during your lifetime.

There are many ways to Make a Planned Hope Legacy Gift:

  • Charitable Trusts
  • Charitable Gift Annuity
  • Bequests
  • Gifts From Retirement Plans
  • Gifts of Life Insurance

Your gift will help grow our Key to Hope endowment or you can designate your Planned Gift to support our operations, facilities or programs.

You can Become a part of the Key to Hope Legacy Society with planned giving. Whether you are 32 or 62, it’s never too early to start planning. Your legacy matters. Key to Hope Legacy Society recognizes those who have included Home of Hope in their long-range financial and/or estate plans with a gift to our Key to Hope Endowment. By doing so, you have made a commitment to improve the quality of life of those we serve by promoting choices, independence and a meaningful way of life. It is a decision that will have an impact for decades to come.

Home of Hope is able to offer the services of a Professional Estate Planning Specialist at no cost to you. The specialist can provide valuable advice and complete in-depth information for your Estate and Planned Giving Needs, and work directly with your lawyer, accountant, or estate planner if necessary

If you have included Home of Hope in your long-range financial and/or estate plans, we would love to know who you are so we can thank you, and, with your permission, list you in our Key to Hope Legacy Society and include you in special mailings and events. To let us know that you are a part of Hope Legacy, contact Home of Hope Director of Planning and Development, Kendra S. Montana, at Kendra.Montana@homeofhope.com or (918) 256-7825, ext. 168.

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