A meaningful way to leave a memorable positive impact on your community is through pre-planned giving instructions via a will or living trust.
Charitable gifts made through will and living trusts are 100 percent tax-deductible for estate tax purposes. A charitable bequest has many financial benefits, including the potential to lower your estate tax bracket.
Donors interested in leaving a truly lasting, recognizable legacy in the community by supporting HomeSafe should provide their attorney with the following basic information:
- Sample provision: "I bequeath (state the specific dollar amount, percentage, residue, or description of real or personal property) to HomeSafe at HomeSafe Foundation to be used or disposed of as HomeSafe Foundation Inc. of Lake Worth, Florida, to be used or disposed of as the HomeSafe Foundation in its sole discretion deems appropriate."
- Please inform HomeSafe should you wish to have the funds restricted for a specific purpose.
- HomeSafe’s Tax Identification Number (TIN): 65-0462950
- For additional information, or to discuss other gift options such as life insurance, real estate, or
charitable remainder trusts, contact 561-383-9800, ext 1242 or Foundation@HelpHomeSafe.org