Gifts Through Your Estate - "Leave a Legacy"
For many donors, making a gift through your estate is the most realistic way to provide a substantial contribution to HFF. The most common ways to make a gift through your estate are listed below. Please click the corresponding button to "Leave Your Legacy."
A Charitable Remainder Trust will pay you a lifetime income. If married, both spouses will be included as income beneficiaries. Highly appreciated stock, real estate and cash are all good assets to fund such a trust. Because the assets go to HFF at your death, you may want to consider an asset replacement option.
A Gift of Real Estate
Over the years, most real estate has appreciated faster than the rate of inflation and, therefore, can offer great potential for a charitable gift. HFF will consider accepting a gift of a home, vacation property, condominium, apartment complex, undeveloped land, or other real estate in support of our goals. In order for HFF to accept such a gift, the property would have to undergo an appraisal at the donor’s expense to determine the donation value.
There are several ways in which a donor may use life insurance to make a gift to HFF:
- Make a gift of an existing life insurance policy that is no longer needed for its original purpose.
- Establish a new policy and name HFF as the owner and beneficiary of the policy.
- Use life insurance to replace the value of gifts to HFF.
- Fund a Short-Term Endowment Policy (STEP).
Gifts from Retirement Funds
Donors are invited to consider designating HFF as a partial or full beneficiary of their retirement plans.
With a Specific Bequest HFF receives a specific dollar amount, a specific piece of property or a stated percentage of the estate. This is one of the most popular forms of bequests. If you would like to make a specific bequest please
With a Residuary Bequest HFF receives all or a stated percentage of an estate after distribution of specific bequests and payment of debts, taxes and expenses.
With a Contingent Bequest HFF receives part or all of the estate under certain specified circumstances.
Trust Established Under a Will
Another legacy gift option is to establish a trust that designates HFF as a partial or full beneficiary.
Contact us if you have any questions.