Planned Giving

Hope’s Development staff can help explore your options for charitable giving. If you’re considering a planned gift, we encourage you to connect with your lawyer, accountant, or professional advisors. Providing More Hope through planned giving may include:


Gifts of
Stock


Gifts of Life
Insurance


Charitable Remainder
Trusts


Charitable Lead
Trusts

Leaving a Legacy

Help give More Hope to those in need by including Hope Hospice in your will or estate plan. Our tax ID number is 59-2128697. In legal documents, you may refer to our organization as:

Hope Hospice and Community Services, Inc., a not-for-profit corporation, organized and existing under the laws of the State of Florida, with principal business address of 9470 HealthPark Circle, Fort Myers, FL 33908

If you have already named us as a beneficiary, please contact us so we can thank you for giving More Hope!

Planned Giving

Using Donor Advised Funds

A Donor Advised Fund (DAF) offers a flexible, tax-advantaged way to support your favorite charities. Your gifts can have a lasting impact by supporting vital Hope programs and services in Southwest Florida.

Plan and prioritize your legacy with this strategic approach to giving! Ask us how to align your charitable gifts with your values and long-term philanthropic goals:

Donating through Retirement Plans

If you name Hope as the beneficiary of your IRA, 401k, or qualified plan, the remaining funds can pass to us tax-free.
Donors can avoid both income and estate tax on the residuals in the account.

Did you know that donors age 70.5 years and older qualify for special benefits?
If you transfer up to $100,000 to Hope from your IRA custodian, you could see significant tax savings.

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