 Home  Contact Us
 Sitemap |
| Thank
you for your interest in Help Inc. Foundation's planned
giving services. Our team prides itself on providing the
highest standard of service to the donor who wishes to make a
special gift to Help Inc. Foundation. What is Planned Giving? Planned Giving is best suited for the donor who is interested in merging personal financial objectives with charitable giving. A planned gift to Help Inc. Foundation takes into consideration a number of factors, including: short and long-term financial objectives, current financial circumstances, age, your estate plan, your family situation, and your charitable goals. We invite you to learn more about Help Inc. Foundation's planned giving options by exploring this Web site. You can also contact us at info@helpincfoundation.org or call us at 1-888-299-3164 for more information. Please remember there is no obligation, and any information you share will be kept confidential.
Whatever you decide, our team is here to help. We encourage you to consult your financial advisor or attorney before choosing any of our plans. Thank you again for your interest in Help Inc. Foundation! Outright Gift | ||||||||||||||||||
| Charitable
Gift Annuity A Help Inc. Foundation Gift Annuity is a contract that enables you to make a gift to Help Inc. Foundation and guarantees payments to you and/or a loved one for life. The beneficiary must be age 60 or over, but it's best for people age 65 or over. The minimum for funding a gift annuity is $10,000. It may be funded with cash or appreciated securities. The amount of income you receive is determined by a rate calculated by using the ages of the person or persons to receive the income payments. Please note that we are not offering gift annuities for the state of North Dakota at this time. Please contact our staff at info@helpincfoundation.org for other giving alternatives. | ||||||||||||||||||
| Deferred
Gift Annuity A Help Inc. Foundation Deferred Gift Annuity is a contract that enables you to make a gift to Help Inc. Foundation and guarantees payments to you and/or a loved one for life beginning at a specified future date. The beneficiary must be age 60 at the time the payments begin and the minimum gift for funding a deferred gift annuity is $10,000. It may be funded with cash, or appreciated securities. The income payment is determined by a rate calculation determined by the beneficiary's current age and the year payments are scheduled to begin. Please note that we are not offering deferred gift annuities for the state of North Dakota at this time. Please contact our staff at info@helpincfoundation.org for other giving alternatives. | ||||||||||||||||||
| Pooled Income Fund Help Inc. Foundation’s Pooled Income Fund is a giving plan for those who want to receive variable income for life with the possibility of income growth. Individual gifts are combined and invested for the benefit of the donor and the future support of Help Inc. Foundation. The donor must be age 40 or over, and the minimum gift for contributing to the pooled income fund is $10,000. It may be funded with cash or appreciated securities. Rate of income is based upon the value of the funds contributed and earned. | ||||||||||||||||||
|
Form coming Soon... | ||||||||||||||||||
| Bequest by
Will Remembering Help Inc. Foundation in your will or trust can be a convenient way to make a charitable gift of lasting value. Moreover, with a gift to Help Inc. Foundation, your heirs may benefit from the tax savings. Help Inc. Foundation (tax ID 58-2416212) is a non-profit charity listed in the IRS Cumulative List of Organizations. When naming Help Inc. Foundation as a beneficiary, please use our legal name: Help, Inc. with headquarters at 160 Fairview Chase, Covington, Georgia 30016. Property bequeathed to Help Inc. Foundation escapes taxation as part of your estate. The bequest portion will reduce the size of the taxable portion of your estate and thus, the amount of federal tax. At the same time, Help Inc. Foundation will benefit from the full amount of the bequest. Bequests can be in the form of cash, securities, real estate, tangible personal property or other assets. Some examples of bequests are: Specific Bequest: Help Inc. Foundation would receive a specific dollar amount or stated fraction of the estate. Residuary Bequest: Help Inc. Foundation would receive a percentage or all of the remainder of your estate after other specific legacies has been fulfilled and debts have been paid. Contingent Bequest: Help Inc. Foundation would receive a share or all of your estate only in the event of the death of other beneficiaries. Trust Remainder Bequest: You can use your Will or Trust to establish a trust fund that would provide surviving beneficiaries with income. Upon the death of the surviving beneficiaries, all or part of the principal would go to Help Inc. Foundation. Suggested Language Unrestricted Bequest "I give, devise and bequeath to Help, Inc., 160 Fairview Chase, Covington, Georgia 30016 (___% of my estate), or ($___) or (all the residue of my estate including real and personal property)." Restricted Bequest "I give, devise and bequeath to Help, Inc., 160 Fairview Chase, Covington, Georgia 30016 (___% of my estate), or ($___) or (all the residue of my estate including real and personal property) to be used for the following: (your purpose goes here)" If a person designates a bequest for a specific purpose, they also should include the following provision to ensure that the gift will continue to provide for the beneficiaries Help Inc. Foundation serves: "If at some future time it is no longer practicable, in the judgment of the Help Inc. Foundation Board of Directors, to use this gift for the purpose indicated above, said Board shall have the right to apply this gift to whatever purpose it deems necessary or desirable in accord with my intent described above." | ||||||||||||||||||
| Endowment
and Memorials If you wish to honor or memorialize a specific person, any size gift is welcome as a memorial. These gifts can be designated for general purposes or for a specific use: "I give, devise and bequeath to Help Inc. Foundation, 160 Fairview Chase, Covington, Georgia 30016 (___% of my estate), or ($___) or (all the residue of my estate including real and personal property) to be called the _________________________Fund or the _____________Endowment Fund, the income from which is to be used for: (your purpose goes here)." In order to assure that your future restricted gift is able to be used effectively, please provide for the possibility that Help Inc. Foundation may not be working in a particular country or in a particular program at the time of your death by including the following disclaimer language: "If at some future time it is no longer practicable, in the judgment of the Help Inc. Foundation Board of Directors, to use this gift for the purpose indicated above, said Board shall have the right to apply this gift to whatever purpose it deems necessary or desirable in accord with my intent described above." | ||||||||||||||||||
| Caring for
Others Through your Will or Trust it is possible to provide for continued money management for your heirs while simultaneously supporting Help, Inc. Foundation's mission. This can be accomplished through bequests to Help Inc. Foundation’s Charitable Gift Annuity Program, Pooled Income Fund, or by establishing a Charitable Remainder Annuity Trust or Unitrust. You can get information on any of the above from Help Inc Foundation's Office of Planned Giving. | ||||||||||||||||||
| Revocable
Living Trust A trust where the income earned may be paid to the donor, Help Inc. Foundation, or other people or organizations the donor names. There are no tax benefits unless the income goes to charity. When the property passes to Help Inc. Foundation at the death of the donor, estate tax deduction results, the donor has full control of the trust terms for his/her lifetime. This kind of trust can be funded with cash, appreciated securities, or real estate. | ||||||||||||||||||
| Charitable Remainder Annuity Trust This is a good vehicle if it is important to you to know exactly the dollars that you will receive every year. You will immediately qualify for an income tax charitable deduction, and have the possibility of partially tax-free income payments. There is also a possibility of estate tax savings. The donor receives fixed payments for life, the amount chosen from the outset. The income can be paid to the donor, a spouse or other beneficiary. At the death of all income beneficiaries, the remainder of the trust goes to the charity of your choice. You can design the trust to suit your needs, deciding how much to put into the trust, and then the income that you would like to receive. The rate of return must be at least 5%. The rate you can elect to receive will depend upon the number of beneficiaries and their ages. Last, you decide whether you want the income amount or the income percentage to remain constant each year. You cannot add to the trust later to increase your income, but you can create a new trust for that purpose. You can fund this type of trust with cash, appreciated securities, or other property. The older the donor, the greater the charitable deduction. | ||||||||||||||||||
|
Form coming Soon... | ||||||||||||||||||
| Charitable
Remainder Unitrust This trust pays income in variable amounts every year. This is because this type of trust pays a fixed percentage of the fair market value of the trust's assets, as revalued annually. If the value increases, so does your income, and vice versa. A unitrust must distribute at least 5% of the annual market value of the assets in the trust (usually, the rate selected is 6-9%). You will immediately qualify for an income tax charitable deduction, and have the possibility of partially tax-free income payments. There is also a possibility of estate tax savings. This type of trust is used as a hedge against inflation -- if predicted economic growth increases the worth of the trust's assets, a well-managed unitrust over time may offer better protection of your purchasing power than a fixed dollar payment. | ||||||||||||||||||
| Life
Estate (or Appreciated Real Estate) A real estate gift can provide you with a combination of advantages and tax savings. Because each property and gift plan is unique, any real estate gift will require Help Inc. Foundation full consideration by your legal and tax advisors. They can explain how advantageous a real estate gift can be. Please consult with one of our planned gift experts for more information. | ||||||||||||||||||
|
Cash | ||||||||||||||||||
|
Securities | ||||||||||||||||||
| Life
Insurance There are many options available for this type of gift. Please contact your attorney or financial advisor and feel free to contact the Help Inc. Foundation planned giving team member in your area to request more information. | ||||||||||||||||||
| IRA or other Employee
Benefit Plans Pension plans, IRA's, CD's, and savings accounts are convenient gift options that people often overlook. You can make a significant contribution to Help Inc. Foundation's future work by using resources originally acquired to protect you and your family, and you find that your needs have changed over the years. Please contact us and your financial planner for more information. | ||||||||||||||||||
 | |
|
| Home | Contact Us | Sitemap |
