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Planned
Giving Opportunities
Make a contribution to Hale House Center as part of
your will. Planned giving can be tailored to your
unique circumstances and provide long-term support
to Hale House, while saving you significant amounts
in estate, gift, and income taxes. Naming Hale House
Center as a beneficiary of your retirement plan assets,
such as an IRA or your life insurance policy, may
also provide tax savings and help protect your assets.
Charitable gift annuities are also
an excellent way to provide support to Hale House
Center, while returning guaranteed income to you.
How to Make
a Planned Gift
Including Hale House Center in your will is simple,
even if one has already been created for you. Make
changes to your will by executing an amendment called
a “Codicil”. Both your will and codicil
should be drafted by a qualified attorney who specializes
in estate planning. Your will or codicil should refer
to: Hale House Center, Inc. at 152 West 122 Street,
New York, NY 10027.
Hale House
Heritage Society
When you make a planned contribution to Hale House
Center, you become a member of the Hale House Heritage
Society, a prestigious group of individuals who are
helping to ensure that Hale House Center’s good
work will continue well into the future.
Membership in the Hale House
Heritage Society includes special benefits including:
•
Invitations to Hale House special events
• An annual
recognition event
• Special
recognition in all donor lists
More Information
We welcome the opportunity to work with you and your
professional financial advisor. If you have any questions
regarding a planned gift to Hale House Center, or
if you would like to inform us of your plans to include
Hale House in your will, please contact the Development
Office at (212) 663-0700 or advancement@halehouse.org. |
