Your Legacy of Compassion
One way to help the homeless is to remember CHI in your estate plans through planned giving. By doing so, you establish a personal legacy that impacts the lives of those in need for many years to come, and you don't have to be wealthy to make a difference.
Why Choose Planned Giving?
Tax Benefits
Certain planned gifts offer immediate financial or tax benefits that can help you and your estate
Lasting Impact
Your gift continues to help families for many years to come, creating a lasting legacy
Flexible Options
Several different ways to structure your planned gift to fit your individual situation
Planned Giving Options
There are several different ways you can structure your planned gift. You should talk to your lawyer or financial advisor if you are interested in giving options that offer certain immediate financial or tax benefits.
The simplest and most common way to include CHI in your estate is through a bequest in your will.
- Designate a specific gift amount
- Designate all or a defined portion of your estate
- Make distributions after other designated beneficiaries
Additional options available through consultation with your financial advisor:
- Charitable Remainder Trusts
- Charitable Gift Annuities
- Life Insurance Beneficiary Designation
- Retirement Plan Beneficiary Designation
Sample Bequest Language
Please note that these examples are merely suggestions and should be adapted by your lawyer to fit your individual situation:
"I give and bequeath to Community Housing Innovations, Inc., a New York nonprofit corporation, the sum of $_______ to be used for its general purposes."
"I give and bequeath to Community Housing Innovations, Inc., a New York nonprofit corporation, ___% of my residuary estate to be used for its general purposes."
"I give all the rest, residue and remainder of my estate to Community Housing Innovations, Inc., a New York nonprofit corporation, to be used for its general purposes."
Let's Discuss Your Legacy
Our team is here to help you explore planned giving options that align with your goals and values. We can work with you and your advisors to create a plan that works for everyone.
All conversations are confidential and without obligation
Important: The information on this page is not intended as legal or tax advice. Please consult with your attorney or financial advisor to determine the best planned giving option for your situation.