A Guide to Planned Giving

Bequests and other planned gifts are powerful gifts that can completely transform a small organization like CHC.

What is planned giving?

Planned giving is traditionally defined as a gift that an individual creates during his or her lifetime that will take effect at or after their passing. It often enables people to make larger gifts than they could make from their discretionary income while they are alive.

Who can make a planned gift?

Charitable planned giving is not only for the wealthy! Most everyone has an estate, whether modest or substantial. Anyone with assets can be a philanthropist and provide for the future benefit of their community while still providing for their family. All gifts large and small are important. And the simple act of including CHC in your estate plans sets an example for the entire community — compounding the value of your gift.

Provide for Your Family and Support CHC

You can provide for your family AND leave a legacy of charitable giving. It does not have to be either/or — it can be both. And in the process, charitable planned gifts can actually save your family money by decreasing inheritance and/or income taxes — making the most of your hard-earned money. It can be as simple as designating a set amount or percentage, or even the remainder of an estate to be gifted to CHC after you provide for your family.

The Hub City Village Legacy Society

When you inform us that you have made a planned gift to benefit CHC, you automatically become a valued member of our Hub City Village Legacy Society. You’ll be part of a compassionate community of people who feel as you do — that everyone deserves a safe place to live — and that you can make a profound difference in the lives of people who are unhoused or housing-unstable.

Leave a Legacy / Planned Giving

You can continue to help the less-fortunate of our community long after your lifetime by including Creating Housing Coalition in your estate plans. Planned giving is an extraordinary charitable tool that enables you to create a lasting legacy of compassion and community service. It can be as simple as designating Creating Housing Coalition as a beneficiary of a retirement account or life insurance policy, or including CHC in your will. To learn more about the many ways that you can leave a legacy of charitable giving please contact your financial planner.

We’d be grateful if you would let us know if you plan to or have already included CHC in your estate plans. Not only does it enable us to express our gratitude to you, it is useful to our internal planning processes.

The material presented in this website is intended only as general educational information and should not be interpreted as legal, financial or tax advice. We encourage you to consult your financial, tax, and/or legal advisors to obtain guidance specific to your individual situation and philanthropic goals.

Corporate Giving and Sponsorships

• Matching gifts- ask your employer if they match charitable donations and double your impact.
• Donations via payroll deduction – take advantage of this easy way to give

Make a donation or reach out to us about planned giving today!

---

Learn more about planned giving