Legacy Giving
Gift Planning
At HomeSafe, we envision a world in which every child can live a safe, productive life free from trauma. You can make a lasting impact for our kids, and set an example for others, by remembering HomeSafe in your will, trust, or other planned gift. Additionally, by donating your non-cash assets—such as personal property or appreciated stock—you can help transform more children’s futures. A planned gift may offer you potential advantages such as the opportunity to increase spendable income, and the elimination or reduction of capital gain taxes, and possibly federal and state estate tax savings.
HomeSafe Legacy Society
The HomeSafe Legacy Society honors philanthropic individuals who have named HomeSafe in their long-term financial or estate plans. Members of this special group share the common bond of philanthropy and vision to provide for the needs of future generations of children. HomeSafe is committed to honoring and celebrating this dedicated group of individuals both during their lifetime and beyond. We invite you to join with other compassionate friends who share your passion.
If you have already included HomeSafe in your will and estate plans or are considering doing so, or you would like to learn more about gifting a non-cash asset, please contact Laura Barker, CFP® at (561) 383-9829 or LauraBarker@helphomesafe.org.
Leaving a legacy gift is simple and, in most cases, does not impact your current financial situation. There are number of creative vehicles are available for philanthropists who wish to extend their commitments to HomeSafe beyond their lifetime while taking advantage of significant tax benefits today. We will work with you (and your legal and financial advisors, when appropriate) to create a philanthropic plan customized for you.
- Name HomeSafe in your will or living trust (designate a specific amount, percentage or share of the estate).
- Does not comprise your current income stream.
- Donation is exempt from federal estate tax.
- You maintain control of your assets during your lifetime.
- Name HomeSafe as the beneficiary of your IRA (or other employee benefit plans).
- Does not compromise your current income stream.
- Avoid the double taxation of IRAs (or other employee benefit plans) as nonprofits are exempt from taxation.
- Allows you to make a gift from you most highly taxed assets, leaving better and more tax advantageous assets to your family.
- Name HomeSafe as a beneficiary on a life insurance policy and/or change ownership on a life insurance policy you no longer need.
- Make a large gift with little or no cost up front.
- May qualify for a current income tax deduction.
- Possible future deduction to pay policy premiums, if required.
Gifts of real estate, vehicles, land, or other assets are a great way to do good with property that is no longer serving your needs, while also receiving a charitable deduction and potentially avoiding capital gains tax.
- If you are 70 ½ or older, an IRA charitable rollover is a way that you can help further HomeSafe’s mission.
- Avoid taxes on transfers of up to $111,000 from your IRA to HomeSafe.
- May satisfy your required minimum distribution (RMD) for the year.
- Reduces your taxable income, even if you do not itemize deductions.
- Make a gift that is not subject to the deduction limits on charitable gifts.
As a Member of the HomeSafe Legacy Society, your charitable gift will be recognized in the following ways:
- Recognition of your generosity on the HomeSafe Legacy Society commemorative wall
- Recognition in HomeSafe’s Annual Report
- Benefactor profile and photo in upcoming HomeSafe newsletter
- Invitations to HomeSafe special events and benefactor receptions
The information provided is not intended as legal or tax advice. For such advice, please contact an attorney or tax advisor. Contributions benefit HomeSafe (CH#3335), a not-for-profit tax-exempt organization.
Legacy Society Members
Estate and Trust of Patricia A. Bell †
Georgia M. Brannon Charitable Remainder Unitrust †
Ruth Granat Trust †
William and Jane Groot Charitable Trust †
Oliver M. Laubenthal Trust †
June and Ed Legat Unitrust †
Estate of Aino V. Rouvari and Aino V. Rouvari Living Trust †
Thea Rush Charitable Remainder Unitrust †
Estate of Leo A. Stone †
Estate of Charlotte H. Waskowitz †
† Deceased