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Planned Giving Program
Our Planned Giving Program includes a variety of options that will meet Hope House’s changing needs now and in the future. Create your legacy through current, on-going gifts or through future gifts — there are numerous ways to participate in Hope House’s Planned Giving Program. For more information call Lisa Schlarbaum at 303-429-1012, ext. 241.
Method |
Benefits to Donor |
|---|---|
| Give Cash | Create income tax deduction for full amount of gift: Current gift. |
| Give Appreciated Stock or other assets | Create income tax deduction; avoid capital gains tax on gain: Current gift. |
| Bequest of Cash Hope House of Colorado |
Retain full use of assets during lifetime; Flexibility to change bequest; Estate tax savings. Click here for sample bequest language |
| Give Directly from your IRA | If you are at least 70 1/2 , the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2012 allows you to give up to $100,000 (per spouse) directly from your traditional or Roth IRA to Hope House of Colorado until 12/31/2011. |
| Bequest of IRA or other Retirement Plan |
Retain full access/use of assets during lifetime; Flexibility; Estate tax savings; Income tax savings (due to nature of these tax-deferred assets). |
| Give Life Insurance Policy | Create income tax deduction for gift value and Insurance premiums; Leverage of small annual premiums or one-time cash outlay. |
| Create Gift Annuity | Receive high lifetime income (partially tax-free); Capital gain tax savings on appreciated assets; Estate tax savings. |
| Give Personal Residence or Farm (Retained Life Estate) |
Retain use of property for life; Receive partial income tax deduction; Estate tax savings. |
| Create Charitable Remainder Trust | Receive lifetime income; Receive immediate income tax deduction; Avoid capital gains tax on sale of appreciated assets; Flexible payout structure; Flexibility to change beneficiary; Estate tax savings; Create a perpetual Memorial in your name. |
