Planned giving, also known as “legacy giving,” is a donation made by someone through a will or other estate-related designation. Legacy gifts are typically prepared with a financial planner and are meant to reflect your values and preferences.
In most cases, a legacy gift is made posthumously, after someone’s death, but not always. Legacy giving can also take other forms, including recurring donations that begin while the donor is alive and continue after the person is deceased.
While most legacy gifts are monetary, they can also be real property, stocks, or material goods such as jewelry—anything that’s of value to the beneficiary.
Help Support Hope With a Planned Legacy Gift
Legacy gifts are a great way to support Hope Hospice. These generous gifts make a difference in the lives of many people in our community at the end of life, and their families who are caring for them. Your gift helps us continue to address our patients’ needs for care, comfort and dignity, and offer support to their families as their loved ones complete their life’s journey.
An easy way to make a legacy gift is by designating a portion of your estate to Hope Hospice. You can name Hope Hospice as a beneficiary in:
Life insurance plan
Retirement plan, such as an IRA roll-over, pension, or other program
Sale of stocks or real estate
Such gifts are revocable during your lifetime and may save significant taxes for your estate. Please consult your financial planning professional on the best instrument for your situation and goals.
For more information about how you can leave a legacy gift to support Hope Hospice, please call Jennifer Pettley, Director of Development, at (925) 829-8770, ext. 2222.