Planned Giving

Regardless of the amount, a planned gift will enable Hope Clinic to continue fulfilling its mission for generations to come. 

A planned gift can enhance your own financial well-being while ensuring that Hope Clinic continues to be a haven of help and healing in the community for years to come. There are a range of options that can provide immediate benefits, such as increasing current income or providing additional retirement income while reducing income and estate taxes. Some types of planned gifts can virtually eliminate estate taxes, while others can greatly reduce the amount of tax you are responsible for during your lifetime.  

Gift planning possibilities: 

  • A gift of appreciated assets, such as stocks or securities 

  • A bequest to Hope Clinic in your existing will or living trust 

  • Naming Hope Clinic as a beneficiary on your life insurance policy, retirement plan, or IRA 

  • A charitable gift annuity with Hope Clinic  

  • A donor-advised fund with your community foundation 

  • A charitable remainder trust, which may benefit you, your family and friends, and Hope Clinic 

 

the Beverly Heffernan Legacy Giving Society 

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By including Hope Clinic in your estate plan, you join a distinguished group of donors in the Beverly Heffernan Legacy Giving Society who share in the vision of providing hope, help and healing to those in need with dignity and respect.  Hope also partners with a number of third party entities willing to assist our supporters in setting up donor advised funds or other specialized giving arrangements. 

Read more about the Beverly Heffernan Legacy Giving Society  

Contact us for more information about planned giving  

*This is intended to provide general information only. Hope Clinic does not offer financial, legal, estate planning or tax advice. Please consult with legal and financial advisors about your planned gift.