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| Type of Gift | How It Works | When to Set up the Gift |
|---|---|---|
| Cash | Write a check or charge a credit card. | Anytime: Tax breaks can help you each year. |
| Bequest | Leave a specific amount or percentage of your estate to us through your will or living trust. | Anytime: You can change the gift as your life circumstances require. |
| Appreciated Securities | Give securities owned longer than one year, and receive a deduction and avoid capital gains tax. | Anytime: Consider this gift whenever long-term capital gains taxes are an issue. |
| Retirement Plan | Name us as primary or contingent beneficiary of part or all of your retirement plan. | Anytime: This tax-heavy asset makes a great charitable gift after your lifetime. |
| Charitable Gift Annuities | Make a donation and, in turn, receive a fixed annuity payment each year for life. | Anytime: Benefit from a current tax deduction and augment potential retirement income on a tax-favored basis. |
| Memorials & Tributes | Give a gift in memory or in honor of a loved one. | Anytime: Realize tax benefits for your kindness. |
| Donor Advised Funds | Access the giving power of a private foundation without the expense or complexity. | Anytime: This gift allows for easy record keeping as well as an immediate tax deduction. |
| Endowments | Establish a fund to support a specific interest, leaving the principal intact in perpetuity. | Anytime: Gain a tax advantage and create a permanent and financially stable fund. |
| Retirement Assets | Designate all or a portion of your retirement plan to HSP while retaining control and use of the funds during your lifetime. | Anytime: Give the most-taxed asset in your estate to HSP, leaving more favorably taxed property to your heirs. |
| Life Insurance | Name HSP owner and beneficiary of a life insurance policy. | Anytime: Make a significant gift from income instead of capital while qualifying for an income tax deduction. |
If you wish to make a planned gift, we urge you to meet with your attorney, financial advisor, or estate-planning professional to discuss your options. If you would like further information on ways to give, please contact Mallory Burgan, at 215-732-6200 ext. 217 or e-mail lzimmerman@hsp.org.