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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.

Planned Giving Guide

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

BEQUEST

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

GIFT OF LIFE INSURANCE

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

GIFT OF RETIREMENT ASSETS

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

DONOR ADVISED FUND

Best for maximizing income tax savings in one year.

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

GIFT OF SECURITIES

Best for avoiding capital gains tax.

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

CHARITABLE REMAINDER TRUST

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

HUBBARD HOUSE FOUNDATION ENDOWMENT

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.