An organized plan of action always leads to positive results. Planned Giving with Neighborhood House ensures that your gift can lend a helping hand for generations to come!
Leave a Lasting Legacy
Leave a lasting impact by joining the 1896 Society, our planned giving legacy circle. Designate Neighborhood House as a beneficiary of your estate in your will, bequest, life insurance, charitable trust, or retirement plan. Gifts of any size are welcome.
Make a Bequest or Planned Gift
Making a gift is easy. We suggest you consult with your attorney to plan your bequest. Be sure to include the following official language:
“I, [name], of [city,state,zip], give, devise, and bequeath to the Neighborhood House Association [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
Legal Name: Neighborhood House Association
Federal Tax ID Number (EIN): 37-0661229
Incorporated In: Peoria, IL
Donate Stocks and Securities
You may experience a tax benefit by making a charitable contribution to Neighborhood House in the form of donation of stock. Not only are you helping Neighborhood House, but you are also maximizing your donation if the securities have increased in value from when they were first purchased. Donating appreciated stock and other securities enable you to donate more to Neighborhood House than if you were to sell the stock and donate the proceeds. This is because in donating stock directly to Neighborhood House, you do not incur capital gains in the transfer. Consult with your wealth advisor or tax consultant to see if this gifting strategy is right for you. You can contact Roberta English at firstname.lastname@example.org to learn more about this and how to donate stock and securities to Neighborhood House.
Donate an IRA
Do you own an IRA, are in required minimum distribution (RMD) status, and are looking for a way to donate to Neighborhood House? Then a qualified charitable distribution (QCD) may be the perfect way to donate to Neighborhood House! Federal law allows an IRA owner to directly transfer, tax-free, up to $100,000 per year to an eligible charity or charities, including Neighborhood House. This option is available regardless of whether you itemize deductions or take the standard deduction on your personal income tax returns. This is a huge tax benefit because QCDs are excluded from the IRA owner’s income, typically resulting in lower taxable income for the IRA owner. Consult with your wealth advisor or tax consultant to see if this gifting strategy is right for you. You can contact Roberta English at email@example.com to learn more about this and how to transfer IRA funds to Neighborhood House.