Category: Planned Giving
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Charitable Lead Trust
This is the inverse of a charitable remainder trust and is an irrevocable trust that generates a potential income stream for one or more charities of the donor’s choice, with the remaining assets eventually going to family members or other beneficiaries. Important: The material presented in this website is intended…
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Charitable Remainder Trust
This is a life-income arrangement that provides you and/or other beneficiaries with a stream of income for life or for a period of years. After the trust terminates, the principal, or “remainder interest,” goes to CHC. Make a donation or reach out to us about planned giving today! Read more…
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Gifts of Retained Real Estate
These gifts allow you to continue to live in your home and allow CHC to then use your property or the proceeds from the sale of your property when your retained life estate ends. Please be aware that as part of our gift acceptance policy, all gifts of real estate…
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Gifts of Real Estate
When including real estate in your will, it is important to clearly identify the address and include a legal description of the property, such as lot and block number. When we are notified that we are a beneficiary of real estate we will likely sell the asset. The executor of…
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U.S Savings Bonds
Bonds are an excellent asset to bequeath to CHC. If you die owning them, the accumulated interest is taxed before your heirs inherit them. However, if they are left to an organization like CHC, that tax is not due. We suggest that you check with your advisors about the best…
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Make a Gift of Stock
Take advantage of this tax-smart way to give. Have your broker liquidate your stocks into cash. We’ll provide you with the information your broker needs to wire the cash directly to our account. Please contact Carmen at carmen.moody@creatinghousing.org Make a donation or reach out to us about planned giving today!…
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Giving Through Life Insurance
There are several ways you can support CHC through an insurance related gift. Add CHC as a beneficiary to your policy. Give a paid-up policy. Make CHC the owner and beneficiary Make a donation or reach out to us about planned giving today! Read more about Planned Giving
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Planned Giving Beneficiary Designation
Supporting our mission after your lifetime is easy to do by designating CHC as a beneficiary for retirement plans, bank accounts, or life insurance policies. No lawyers needed. Simply complete and sign a beneficiary form that is readily available from your financial institution or plan administrator. It is totally separate…
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Giving Through Wills and Living Trusts
Making a charitable bequest through a will or trust is a simple and flexible way to direct your assets to the people and causes you care most about. By including a bequest to CHC in your will or trust, you will continue to help the homeless and ensure that we…
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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…
