Planned Giving
HoldYou's Guardian Legacy Circle
What is planned giving?
Planned Giving is a thoughtful way to support our mission in impactful ways, not only beyond this lifetime but also today! By arranging future contributions, you can create a lasting legacy and witness the positive influence of your donation on our organization's mission now and in the future.
Creating lasting change is well within your reach. You don't need vast wealth to leave a meaningful legacy. By becoming a part of HoldYou's Guardian Legacy Circle and making a planned gift to HoldYou Foundation, you can actively express your core values. Members of our Legacy Circle are compassionate, generous, and forward-thinking donors committed to ensuring our sustained impact. Beyond your invaluable cash donations, there are alternative ways that you can contribute to guaranteeing that families of pediatric patients in need receive the essential support required to care for their sick child.
Many of these opportunities are beneficial for you and HoldYou Foundation. Please consult with your financial advisor to discuss the tax implications of these options.
Bequests
One of the easiest ways to help involves simply naming HoldYou Foundation as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.
Life Insurance Policy and Retirement Assets
Often overlooked by donors, naming HoldYou Foundation as a partial beneficiary of these assets can provide critical, life-saving support to families in need.
Life Income Gifts
Life income gifts allow you to leave a gift in the care of HoldYou Foundation, while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.
Complex Gifts
If you are a business owner, own real property, or have any other type of complex asset, giving options exist that can both help HoldYou’s pediatric patient families and benefit your family financially.
Guardian Legacy Circle members become a special part of our HoldYou donor community. It would be an honor to have you join this circle.
Contact us to discuss membership in the HoldYou Guardian Legacy Circle.