Planned Giving
Why A Planned Gift?
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.
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.
Cash
Maximize your charitable deduction with a gift Hope House can use right now.
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 for you or a loved one.
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.
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.
For information please contact Director of Development Vicki Mastro at vmastro@hopehouse.org or 626-747-9320
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.