Planned Giving

LEAVE A LEGACY IN YOUR NAME THROUGH A PLANNED GIFT!

Bequest Through Will— Once you have made a will and taken care of your family and friends, please consider making a bequest to Hebron House of Hospitality of a specific dollar amount or a percentage of your estate.

Gift of Life Insurance—Make the Hebron House a beneficiary on part or all of your life insurance policy. You can receive a tax deduction for the value of the gift, reducing your income tax liability the year of the gift.

Retirement Account—You can receive estate tax savings when you designate Hebron House as a beneficiary of any type of retirement account.

Gift of Appreciated Stock, Bonds or Mutual Funds—Avoid capital gains taxes and receive a tax deduction for the value of your gift.  Bonds and mutual funds are similar to appreciated stock in their tax treatment. All State, municipal and U.S. government bonds welcome.

Charitable Remainder Trust—Select the rate of return from these income arrangements and choose a fixed or fluctuating annual payment. Capital gains taxes can be avoided and you’ll receive a deduction based on the age of the income recipient and the rate of return.

Charitable Lead Trust—Transfer your assets (cash or securities) to a trust that will pay income to Hebron House for a specified amount of time. At the time period’s end, the trust terminates and the assets are given to whoever you name. Your income tax deduction will be based annually on payments made to the charity.

Have you already remembered Hebron House with a legacy gift?  Please let us know so we can say thank you!  If not, please contact our Executive Director, AJ Simms, to learn more at ajsimms@hebronhouse.org. Please check with your attorney or financial planner before making planned gifts to Hebron House of Hospitality.