Planned Giving

Why A Planned Gift?

Planned gifts provide creative and flexible strategies for you to pursue your charitable and financial goals and at the same time, support Hope House for the Multiple-Handicapped, Inc. Your planning supports your priorities by knowing that you are supporting work that is important to you and your community on behalf of the individuals with intellectual disabilities we help.

For information please contact Director of Development        Vicki Mastro at vmastro@hopehouse.org or    626-747-9320

Bequest

Give to Hope House through a bequest without reducing your assets or affecting your cash flow during your lifetime.

Deferred Charitable Gift Annuity

A flexible option to build future income for you or a loved one.

Cash

Maximize your charitable deduction with a gift Hope House can use right now.

IRA Charitable Rollover

You can give to Hope House directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.

Charitable Gift Annuity

Receive fixed lifetime payments and significant tax benefits

Charitable Lead Trust

Upon trust termination, the remaining assets to your family or other loved ones.

Charitable Remainder Unitrust

Make a substantial gift and create a flexible source of income fo ryou or a lived one.

Lifetime Gift of Insurance

You can designate Hope House as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Hope House.

Real Estate

Make a significant contribution to Hope House with a gift of residential , commercial, or undeveloped real estate.

We encourage you to get the advice of an attorney who can help you develop your personal plan, as Hope House cannot give you any tax or legal advice.

Retirement Plan

Designate Hope House as a beneficiary of a retirement plan account and avoid income tax your beneficiaries would otherwise have to pay.