Planned Giving
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And my God will supply all your needs according to his riches in glory in Jesus Christ. Philippians 4:19
Leaving a portion of your estate to charity can result in impact far into the future while still blessing those you love. If you’ve already included us in your estate plan, let us know at development@HopeHorizonEPA.org or through this form.
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After you have provided for your loved ones, please prayerfully consider sharing the blessings of your legacy with our life-changing ministry for youth in East Palo Alto. Please email development@HopeHorizonEPA.org or call 650-327-9946 for details.
Have you completed your will or trust?
There are many free or inexpensive tools online such as this one. However, it is often more beneficial to consult an estate planning professional.
To add Hope Horizon East Palo Alto to your existing will or trust, consider this language: "I give _____ to Hope Horizon East Palo Alto, a California tax-exempt organization (EIN # 77-0151434), to be used for its general tax-exempt purposes and without restrictions as to use.”
Beneficiary-Designated Gifts
IRA Qualified Charitable Distribution
If you are 70½ or older, you can give up to $100,000 annually from your IRA as a tax-free distribution. You may also name Hope Horizon EPA as a beneficiary of your retirement plan, avoiding significant tax upon death.
Life Insurance
Some individuals own life insurance that is no longer needed for the purpose that it was originally acquired. In this situation, the gift of a life insurance policy to charity, and the gift of funds needed to make any ongoing premiums, could provide immediate tax benefits to the individual and create the potential for them to make a very significant future gift to charity.
Appreciated Assets
Land or
Investment Real Estate
Holding land or investment property may be unattractive due to management headaches and/or low income. Selling may be unattractive due to the taxes that would be due upon sale. With careful planning, land and other investment property can be gifted outright to charity or transferred to a life income plan -- typically a Charitable Remainder Trust (CRT). CRTs produce tax deductions and an income stream for life while benefitting the charities you love.
Marketable Securities
Transfer securities such as stocks, bonds and mutual funds that have been held for more than one year. These are deductible at the full market value of the security and avoid the impact of capital gain taxes.
Jewelry and Precious Metals
Charitable vehicles we can help you establish
Charitable Remainder Trust
A Charitable Remainder Trust (CRT) enables you to set up an irrevocable trust, a separate tax entity, which liquidates the property placed in it and provides an income payout based on a percentage of the trust assets, between 5-7%. CRTs allow an immediate tax deduction, bypassing of capital gains and a secure income stream for you and your beneficiaries.
Donor Advised Funds
A donor advised fund (DAF) is a charitable giving tool created for the purpose of managing charitable donations on behalf of an individual or family. A DAF “feels” like your very own family foundation, but is easier to establish, has lower costs, and is very flexible as you make gifts to charities. In addition, there are tax advantages to contributing gifts of appreciated stock and other assets to a DAF prior to sale.
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Follow this link to make a gift through your existing DAF to Hope Horizon EPA.
Silicon Valley Community Foundation is a reliable local resource for our donors interested in creating a Donor Advised Fund, Charitable Gift Annuity or Charitable Remainder Trust with Hope Horizon EPA named as a beneficiary.
Disclaimer: The information on this page is not intended as legal or tax advice, for such advice, please consult an attorney or tax advisor.