Bequests

PLANNED GIVING | IRA CHARITABLE ROLLOVER | CHARITABLE REMAINDER UNITRUST | LEGACY CIRCLE

 

Make a Lasting Impact Through a Bequest

A bequest is one of the simplest, most meaningful ways you can ensure New Hope Community continues to empower lives for generations to come. By including the NHC Foundation in your will or trust, you leave a legacy of opportunity, independence, and hope for people with intellectual and developmental disabilities and their families.

Did you know you can leave 1% to New Hope Community and 99% to your loved ones in your will?

Benefits of a Bequest

  • Leave a Legacy: Ensure your values and generosity live on, helping future generations thrive.
  • Tax Advantages: Potentially reduce estate taxes and lessen the burden on your loved ones.
  • Flexibility: You can choose a specific dollar amount, a percentage of your estate, or even a particular asset.
    • You can name NHC Foundation to leave an unrestricted gift to New Hope.
    • You can name New Hope Community to restrict your gift to a particular New Hope program.
    • You can name New Hope Community, SHS Division, to restrict your support to the SHS programs and services.

Ways to Make a Bequest

  1. Specific Gift: A designated dollar amount or asset.
  2. Percentage of Your Estate: Give a set fraction of your total estate.
  3. Remainder of Your Estate: Donate what remains after providing for loved ones.
  4. Beneficiary Designation: Name New Hope Community as a beneficiary of certain assets (like life insurance or retirement accounts, a residence, etc.).

Getting Started

  • Speak with an Advisor: A legal or financial professional can help include language in your will or trust to support New Hope Community.
  • Visit FreeWill: Create a legal will for free. If you live in California, FreeWill also offers Revocable Living Trusts.
  • Contact Us: If you have any questions or would like an estate planning guide, our team is here to help. We also offer sample language for your bequests.

By making a bequest, you’re shaping a future where every person can live a fulfilling and independent life. Thank you for considering this gift and bringing longevity to the life of the New Hope Community mission.

Sample Language – NHC FOUNDATION

I hereby bequeath the sum of $________ (or ___percent of my residual estate) in cash, securities, or other property to the NHC Foundation, Inc. in Loch Sheldrake, NY (Tax ID number 14-1730634). This gift is intended to further support New Hope Community and shall be specifically used for ____________[purpose]____________.

Sample Language – New Hope Community

I hereby bequeath the sum of $________ (or ___percent of my residual estate) in cash, securities, or other property to the New Hope Community, Inc. in Loch Sheldrake, NY (Tax ID number 22-2871755). This gift is intended to further support the mission of New Hope Community and shall be specifically used for ____________[purpose]____________.

Sample Language – SHS Division

I hereby bequeath the sum of $________ (or ___percent of my residual estate) in cash, securities, or other property to the New Hope Community, Inc. in Loch Sheldrake, NY (Tax ID number 22-2871755). This gift is intended to further support the SHS Division and shall be specifically used for SHS and its programs, ____________[additional purpose]____________.


Contact:
Janae Myers, Director of Development | JMyers@NewHopeCommunity.org | 845.241.2845

The content found on this site is general and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting, or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is recommended that you consult an attorney, financial advisor, or other qualified professional.