Leave a Legacy of Impact: Planned Giving

Your legacy can make a lasting difference in the lives of adults with disabilities. By including our nonprofit in your estate planning, you help ensure that our mission continues for generations to come. There are many ways to give, and every contribution counts toward creating a brighter future.

Planned giving assists donors in developing the perfect balance between their personal financial goals and their charitable interests, while realizing significant tax benefits.

Donors who make provisions for a gift to Heart Havens through planned giving are recognized as members of the Legacy Society.

A woman grins widely while standing near a wooden structure and petting a black and white goat who is laying down. The scene is outdoors and other adults and children can be seen in the background.

Bequests

One simple way to support our cause is through a bequest in your will or trust. By leaving a specific amount, a percentage of your estate, or the remainder of your assets to our nonprofit, you can make a significant impact without affecting your financial security during your lifetime and can potentially reduce estate taxes for your loved ones.

Beneficiary Designations

You can designate our nonprofit as a full or partial beneficiary on your retirement accounts, life insurance policies, or financial accounts. This is an easy and flexible option, and you can update your designations at any time without the extra step of revising your will.

Three adults - two men and a woman sit under a picnic shelter outdoors. They are all smiling and sitting together with their arms around each other .

A woman with white hair and glasses sits at a table indoors doing a puzzle, which is complete on the outside edges and still in process in the middle. Other puzzles and games are stacked on the table also.

Charitable Gift Annuity

A charitable gift annuity allows you to make a gift while receiving a steady income stream for life. After your lifetime, the remainder of the gift supports our programs. In addition to lifetime payments, this option may offer tax benefits.

Charitable Trusts

Charitable Remainder Trusts: Another option is a charitable remainder trust, through which you can receive income from your assets during your lifetime, and the remainder passes to our nonprofit after your death. This option offers flexibility in structuring the trust to fit your financial and philanthropic goals while potentially providing significant tax advantages.

Charitable Lead Trusts: A charitable lead trusts allows you to support our nonprofit now but your assets return to your family later. This trust allows you to contribute to our cause for a set period, after which the remaining assets pass to your heirs, often with reduced gift and estate taxes.

Three women sit on a green couch indoors with a white wall behind them and lamps on either side. They are smiling and showing off their handmade decorated canvas bags.

A group of six people sit around a white-covered table in a well-lit room, enjoying a casual gathering. The group includes individuals of diverse ages, with one person wearing a protective helmet and another in a wheelchair. Bingo cards and coins are spread out on the table, suggesting they are playing a game. The atmosphere is relaxed and cheerful, with others walking in the background near large windows that let in natural light. Everyone seems engaged, enjoying each other's company.

Gifts of Appreciated Securities

When donating stocks, bonds, or other appreciated securities, you can making a significant gift to our nonprofit. This option allows you to maximize your charitable impact and receive a potential tax deduction for the fair market value of the securities.

Real Estate Gifts

If you have a home, land, or other real estate consider donating it to support our work. A real estate gift can provide a substantial charitable contribution while potentially reducing your estate taxes and relieving your loved ones of future property management responsibilities.

A group of people are sitting together under a covered pavilion, enjoying a meal. In the foreground, a woman in a wheelchair is eating, while another woman across the table stirs her food. In the background, several others are seated at the table, engaging in conversation. The atmosphere appears relaxed, with the group gathered in a peaceful outdoor picnic gathering.

Three women are gathered around a table, preparing food together. The two seated women are wearing gloves and are working with ingredients in a red bowl, while the woman standing is assisting them. The environment suggests a homey and cooperative setting, with everyone focused on the task at hand, creating a sense of teamwork and community.

If you'd like to learn more about planned giving options or discuss how you can make a lasting impact, please contact us.

Disclaimer:
Please note that while we are happy to provide information on planned giving options, we cannot offer legal or tax advice. The tax implications of planned gifts can vary based on individual circumstances. We encourage you to consult with your financial or tax advisor to determine the best approach for your specific situation.