Planned Giving

Leave a lasting legacy by including HEARTH in your estate plans.

Leave a lasting legacy by including HEARTH into your estate plans. Your planned gift helps ensure that HEARTH continues to provide safe housing and supportive services for future generations. We recommend working together with your financial advisor and/or estate lawyer to implement the below gifting options and help create your lasting legacy.

Ways to include HEARTH

  • Bequests and beneficiary designations – Make a lasting impact by including us in your will or trust as a beneficiary. HEARTH offers a variety of easy and effective ways for you to make a planned gift that will help change the lives of the women and children we serve. You can also name HEARTH as a beneficiary of your retirement accounts or life insurance. 
  • Charitable gift annuities or trusts – Create a charitable gift annuity or charitable remainder trust and name HEARTH as remainder beneficiary to make planned donations and help women and children thrive! Both options allow you to receive a guaranteed income while also supporting HEARTH.
  • Gifting of Cash or Stock (form) – Donate in the form of cash or stock to support our mission to help provide women with the tools they need to thrive. Through this form of gifting, you could take advantage of lowering your capital gains tax through gifting appreciated securities and you may qualify for a tax deduction. Please reference our cash and stock donation instructions when making your gift of cash or stock.
  • Retirement planning through the use of Qualified Charitable Distributions (QCDs)
    A qualified charitable distribution (QCD) is a tax-free donation from an individual retirement account (IRA) to an eligible charity. This option is available to IRA owners who are 70½ years or older.
    • The maximum amount that can be transferred to charity tax-free each year is $105,000.
    • The QCD can be made electronically, directly to the charity, or by check payable to the charity.
    • The distribution becomes tax-free as long as it’s paid directly from the IRA to an eligible charitable organization.
    • QCDs can be used to satisfy all or part of the required minimum distributions (RMDs) for the year.
    • QCDs are not deductible as charitable contributions on Schedule A, however, the donor must get a written acknowledgment of their contribution from the charitable organization before filing their return.

Please refer to our cash and stock donation instructions for directions on making your qualified charitable distribution today! Our team is ready to assist with your giving. We will provide all QCDs with a thank you letter detailing the receipt of your contribution.

Questions?

Please reach out if you have questions