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.
 

Click here for the Champion and Advisor Fact Sheet