You can be a vital part of ensuring Homeless Prenatal Program’s long-term impact with a charitable gift that also provides tax and estate planning advantages to you and your family. A charitable gift plan may help you make a larger gift than you thought possible, and meet your own financial goals as well.
You may make HPP a beneficiary in your will or retirement plan, or make a gift that provides you with lifetime income. Whatever your decision, you will create a powerful legacy that will endure into the future and ensure that Homeless Prenatal Program can continue to help those in need with housing services, prenatal care and parenting support, education and job search guidance, money management, and programs to escape domestic violence and substance abuse.
Why make a gift from your estate? You may deduct part of your gifts as an immediate charitable contribution, reduce capital gains taxes, or retain or increase your retirement income. Most important, legacy and estate gifts are a lasting tribute to you and your family as donors, honoring a lifelong commitment to ending the cycle of childhood poverty.
How can you make a legacy gift? While there are many options, the most common and easiest ways to leave your legacy are through simple bequests, gifts from your IRA or life insurance plan, or gifts of appreciated securities. Please consult with your attorney or financial advisor about the best way for you to provide for your personal priorities. Homeless Prenatal Program would be happy to work with you and your attorney or advisor in arranging your bequest or special gift.
Making a Simple Bequest
Below are examples of sample language that you may include in your will or trust. You may choose to include a specific dollar amount, or a percentage of your estate.
Unrestricted Bequest of Cash from Your Estate
“I give, devise and bequeath the sum of $ ________ to Homeless Prenatal Program, a California nonprofit public benefit corporation, federal tax ID #94-3146280, to provide support for its general purposes and mission.”
Unrestricted Bequest of a Percentage of Your Estate
“I give, devise and bequeath ____ percentage [or 'all'] of the residue of my estate, whether real or personal and wherever located, to Homeless Prenatal Program, a California nonprofit public benefit corporation, federal tax ID #94-3146280, to provide support for its general purposes and mission.”
Making a Gift from your IRA
You may name Homeless Prenatal Program as a beneficiary of your retirement plan. Often when these funds are left to an individual, they are subject to estate and income taxes, which can usually be avoided when you leave these assets to a charitable organization like Homeless Prenatal Program. You may choose to give through an IRA, 401k, SEP or SIMPLE plan. Consult your financial advisor and request a Change of Beneficiary form, and indicate the individuals and charities you select to receive a percentage of these assets. You may also designate Homeless Prenatal Program as a beneficiary of your IRA through a will or living trust.
Gifts from your Life Insurance Plan
You may choose to give to Homeless Prenatal program as a beneficiary of your life insurance policy. Request a Change of Beneficiary form and note Homeless Prenatal Program as the sole or partial beneficiary of the policy.
A Legacy of Compassion for the Future
We are grateful for your consideration of Homeless Prenatal Program as a way to make a lifetime commitment to ending the cycle of childhood poverty. If you plan to include HPP in your will or trust, please let us know so we may thank you properly.
Homeless Prenatal Program is a 501c3 nonprofit organization, federal tax ID #94-3146280. For more information, please contact Nikki Vroom or 415-546-6756 ×314.