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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.

If you’ve made or are considering a planned gift, contact the Chief Development Officer at development@hubbardhouse.org.

Our Commitment to Accessibility and Equity

Hubbard House, Inc. does not discriminate on the basis of race, color, religion, age, national origin, mental or physical disability/disability status, sex/gender, pregnancy, military status/status as a veteran, genetic information, citizenship, immigration status, marital status, sexual orientation, gender identity, gender expression, limited English proficiency, language spoken, or other legally protected status. Hubbard House, Inc. facilities and venues are accessible, and we will provide accommodations, including foreign language interpreters, American Sign Language interpreters, assistive listening devices, alternative formats of printed materials, and real-time captioning, upon request for persons who are Deaf, hard of hearing, or are living with disabilities, or for persons who are limited English proficient. To ensure that you receive the necessary accommodations, please make your request no later than 7 days prior to the event to accommodations@hubbardhouse.org so that they can be available to you from the start of the event.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR HUBBARD HOUSE, A FLORIDA-BASED NONPROFIT CORPORATION (REGISTRATION NO. CH 928), MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1.800.HELP.FLA (435-7352) WITHIN THE STATE OR VISITING www.800helpfla.com. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

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