Planned Giving

Planned giving involves the irrevocable transfer of an asset to HOPE South Florida for the benefit of the programs and services we provide to the homeless.

Tax laws allow several planned giving options, including:

  • Life Insurance Policies
  • Bequests
  • Charitable Gift Annuities
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Charitable Remainder Unitrusts
  • Charitable Remainder Annuity Trusts

With a planned gift to HOPE South Florida, you make an investment in humanity that lifts lives out of the void of homelessness and through an open door to new opportunities and reachable goals. Your gift gives them the hope and guidance to make the most of their chances and create a better quality of life for themselves, their families and the community.

While your planned gift gives others the boost to revive their lives, your investment can provide significant income and tax benefits. You may be eligible to take charitable tax deductions if your gift complies with applicable requirements established by the Internal Revenue Code and other laws and regulations governing certain types of planned gifts.*

To discuss how a gift to HOPE South Florida can help meet your estate planning goals, give us a call at (954) 566-2311.

*Prospective planned gift donors are urged to seek the assistance of their personal legal and financial advisors in matters related to their gifts and the resulting tax and estate planning consequences.