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

Charitable Gift Annuities

In exchange for a minimum donation of $10,000, Hope will provide you with high interest rates and a guaranteed income for the rest of your life. There are many benefits to establishing a Charitable Gift Annuity.


High Interest Rates

Interest rates depend on your age at the time of the gift. They are especially valuable for those over age 65.


Relief from Taxes

The IRS considers part of your annuity to be a charitable gift. You may also claim part of your payment as tax-free income.


Fixed Income

Your interest rate is locked in at the time of your gift. Quarterly payments are made by check or direct deposit.


Lifetime Benefit

Gift annuities are for life. No matter what your age or how long you live, your payments will continue.


Security

Funds remain in a trust account, and Hope has a reserve set aside to meet our obligations.

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Get Your Free Report

Contact us for a personalized report to see exactly how a Charitable Gift Annuity could work for you.
We encourage you to share this information with your financial advisor.

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.