Legacy Gift Types

Pathways Commonly Used to Make Legacy Gifts

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• Bequest in a Will or Trust

• Beneficiary Designation (on retirement assets such as pensions plans and IRA’s, life insurance policies, or bank accounts)

  • You can designate Housing Solutions as a beneficiary by requesting a “Change of Beneficiary” form from your plan administrator and adding Housing Solutions as a beneficiary. This helps you give to an important cause without paying the estate tax or the tax that is charged when individual beneficiaries receive the transferred funds.

• Charitable Remainder Trust

• Charitable Lead Trust

• IRA Charitable Rollover

• Partial or full ownership transfer (with stocks, bonds, or real estate)

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Assets Commonly Used for Legacy Gifts

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• Appreciated Assets (real estate, stocks, bonds, and currency)

• Retirement Assets (pension plans, IRA’s)

• Life Insurance Policy

• Tangible Personal Property (for example, a vehicle or boat)

• Cash

• Cryptocurrency and NFT