Planned Giving

Planned giving allows you to provide for the long-term health and sustainability of HomeSafe through your future or current financial plans.

Through a planned gift, you can benefit from significant tax or income benefits and create a legacy of hope and healing for future children and families helped by HomeSafe.

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Invest in HomeSafe’s Future with a Planned Gift

Bequest from a Will or Trust

A bequest from a will or trust is an easy way to secure your legacy with HomeSafe that will not affect your current income or cash flow.

By designating a specific dollar amount or percentage of your will or trust to HomeSafe, you are securing your charitable legacy through a flexible giving method that will cost you nothing during your lifetime. A bequest is easy to set up and be altered in case there is a change in your future financial plans.

Including HomeSafe in your will or estate plans qualifies you to join HomeSafe’s Hope and Healing Society. To learn more about how we look to honor those who have chosen to include HomeSafe as a part of their own legacy, please click here.

Example bequest language:

I devise and bequeath to The Children’s Place at HomeSafe (Federal Tax ID Number 59-1935485), located at 2840 Sixth Avenue South, Lake Worth, FL 33461, the sum of $_____ [or ___% of my estate at the time of my death] to be used for unrestricted support of the organization’s charitable purposes.

Beneficiary Designation

Designate HomeSafe as a beneficiary of your IRA, retirement account, life insurance policy, or other financial account.

Naming HomeSafe as a beneficiary allows you to maintain control of your assets throughout your lifetime and may allow you to benefit from significant tax advantages.

Including HomeSafe in your will or estate plans qualifies you to join HomeSafe’s Hope and Healing Society. To learn more about how we look to honor those who have chosen to include HomeSafe as a part of their own legacy, please click here.

Donor Advised Funds

A donor advised fund allows you to take immediate tax benefits now and plan out your charitable giving to make the most impact.

HomeSafe is happy to accept gifts from your donor advised fund to support the vulnerable children and families that we serve.

Make a donation from your DAF today:

Gifts of Real Estate or Tangible Personal Property

Gifts of real estate or personal property are a great way to donate a piece of property that is no longer serving your needs, while receiving a charitable tax deduction and avoiding capital gains tax.

HomeSafe accepts gifts of real estate or tangible personal property, so long as the gift helps promote the mission and goals of HomeSafe. The property must be held longer than one year and be approved by HomeSafe’s Board of Directors. If you are considering making this type of donation, please contact Laura Barker.

Hope and Healing Society

HomeSafe’s Hope and Healing Society honors philanthropic individuals who have named HomeSafe in their long-term financial or estate plans. HomeSafe is committed to honoring and celebrating these dedicated individuals both during their lifetime and beyond.


The information provided is not intended as legal or tax advice. For such advice, please contact an attorney or tax advisor.

 

Make a Transformational Gift

If you have included HomeSafe in your estate plans, or are interested in making a planned gift to support the future work of HomeSafe in our community, please inform us below. We are excited to welcome members to our Hope and Healing Society to recognize the transformative impact of your giving.

Contact Us

For more information on how to support HomeSafe, contact:

Laura G. Barker, CFP
Chief Philanthropy Officer
(561) 383-9829
LauraBarker@HelpHomeSafe.org