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WAYS TO GIVE

Planned Giving

Your legacy creates a safer, brighter future across generations.

A planned gift is a donation committed now that Hubbard House will receive later. We accept many types of planned gifts.

A planned gift is a donation committed now but typically given later. Many planned gifts may be included in a will or part of an estate, but they can also include making Hubbard House a beneficiary on your retirement account or life insurance policy.

To name Hubbard House as your beneficiary, please list us as Hubbard House, Inc.

OUTRIGHT GIFT

Best for making a quick, easy, and immediate gift.

  • Write a check, make a cash donation, or donate online
  • Benefits:
    • Potential charitable deduction
    • No longer in estate

Best for making a gift for Hubbard House in your will or trust.

  • Consult an attorney
  • Name Hubbard House to receive a fixed dollar amount or percentage of your assets
  • Benefits:
    • Make your commitment now and retain assets during life
    • Possible tax savings

Best for maximizing income tax savings in one year.

  • Contact your financial advisor to make a donation through your donor advised fund. EIN: 59-1814635.
  • Benefits:
    • Possible charitable deduction
    • Flexibility in the amount and timing of future gifts

Best for avoiding taxation on assets held in traditional IRAs and other employee benefit plans.

  • Name Hubbard House as a beneficiary
  • Benefits:
    • Maximizes your estate value by leaving taxable assets to charity

Best for providing a lump sum payment to Hubbard House.

  • Contact your life insurance company to add Hubbard House as a beneficiary
  • Benefits:
    • Easy way to give to Hubbard House

Best for avoiding capital gains tax.

  • Contact your broker
  • Benefits:
    • Potential charitable deduction
    • Avoid capital gains tax
    • Property no longer in estate

Best for making a gift and securing a stream of income.

  • Consult an attorney
  • Create a trust that makes payments and upon termination, the remainder is distributed to Hubbard House
  • Benefits:
    • Variable or fixed income for life or set number of years
    • Immediate charitable income tax deduction
    • Remainder to charitable causes

Best for providing a consistent stream of income to Hubbard House in perpetuity.

  • Give cash or appreciated assets during life, or name Hubbard House Foundation as the beneficiary of retirement assets or a portion of your estate
  • Benefits:
    • Ongoing stream of income to programs chosen by donor
    • Flexibility to change charitable beneficiaries during life
    • Tax deduction on gifts
  • To contribute directly to Hubbard House Foundation, the beneficiary name is “Hubbard House Foundation, Inc.

If you’ve made or are considering a planned gift, contact Hubbard House's Executive Vice President at development@hubbardhouse.org.