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Through effective planned giving, you can balance your personal financial goals and your charitable interests while possibly realizing significant tax benefits. Various types of planned gifts are possible, ranging from bequests to charitable trusts and gift annuities.
A bequest is one of the most meaningful legacies you can provide and will have a lasting impact. Your executors will be able to make sure your gift is fulfilled. To include a bequest to Project HOPE in your will, we suggest this simple statement:
"I give, devise, and bequeath to Project HOPE - The People-to-People Health Foundation, Inc. (commonly known as Project HOPE), at Millwood, Virginia 22646, ____% of remainder and residuary of my estate (or $ ____ if specific amount, or otherwise describe the gift) for the general purposes and uses of the Foundation at the discretion of the Board of Directors."
Please note that our incorporated name is Project HOPE - The People-to-People Health Foundation, Inc. Project HOPE is a registered trademark and is the name by which we are most commonly known. Our federal ID number is 53-0242962.
You can remember Project HOPE in other financial instruments as well. You can designate Project HOPE as a contingent beneficiary of an existing life insurance policy, or you can donate outright a policy you no longer need. Check with your insurance agent to learn how. Or, you can name Project HOPE as a beneficiary of retirement, savings, or checking accounts and possibly avoid probate and estate taxes.
NOTE: For more information, contact the Planned Giving office at (800)544-4673, ext. 472.