Planned Giving

Make an estate Gift

Thank you for considering Hope Abounds, Inc. in your estate planning. We consider it a privilege and an honor to receive a bequest from a donor’s will.

There are several ways to leave a meaningful legacy by naming Hope Abounds, Inc. in your will:
•  Leave a specific dollar amount
•  Leave a percentage of your estate
•  Leave a specific asset such as stocks, real estate, or other valuable possession
•  Name Hope Abounds, Inc. as a secondary beneficiary, in case your heirs do not survive you

Please consult with your attorney, tax advisor, and loved ones regarding your wishes to support Hope Abounds, Inc. through a bequest.

Make a Stock Donation

Hope Abounds, Inc.  gratefully accepts stock donations through Morgan Stanley.
Potential benefits include:
•  Avoid paying capital gains tax
•  Receive a charitable income tax deduction

Establish a charitable gift annuity

A charitable gift annuity is a popular form of planned giving in which you make a substantial gift and receive a secure, fixed payment annually for the rest of your (or your spouse or beneficiary’s) life. The remaining value of the annuity passes on to Hope Abounds, Inc. Benefits of a CGA may include:
•  Receive a reliable, fixed income stream
•  Receive a charitable income tax deduction

Please contact Shawn Good, VP and Financial Advisor at Morgan Stanley, for information and instructions on estate gifts, stock donations and charitable gift annuities at (910) 509-1144.