A planned gift is a way for you to express your values and achieve financial goals. A gift through your estate plan will leave a legacy of support for the future of Coming Home Connection and keep providing compassionate care to those in need, while providing valuable tax benefits for you and/or a spouse and loved ones. Planned Giving is simply another opportunity for a generous supporter to make gifts, in addition to your annual giving.
You can leave a gift in your will or revocable trust choosing a specific amount or a percentage of your estate. Below is an example of language you may use in your estate plan:
I give [indicate a dollar amount or a specific % of the remainder of your estate or Trust] to Coming Home Connection, a non-profit corporation founded in New Mexico, currently located at 418 Cerrillos Rd #27, Santa Fe, NM 87501 Tax ID# 74-2853467
Please consult your tax advisor, attorney or other professional advisors for bequest language tailored to your individual situation and objectives.
One of the most flexible and easy ways to make an extraordinary gift is to name Coming Home Connection as a beneficiary of
It only takes three simple steps to make this type of gift. Here’s how to name Coming Home Connection as a beneficiary:
When you transfer appreciated securities or other retirement plan assets directly to our investment account, you benefit:
You can make a meaningful gift if you name Coming Home Connection’s as the beneficiary of some or all of a life insurance policy benefit. You may even decide to write an additional policy dedicated to Coming Home Connection.
Subject to our gift acceptance policy, you can make a charitable gift of your vacation home, commercial property, or undeveloped land to CHC while possibly reducing taxes. These properties can be donated towards our work as an outright gift or a can be left in your estate and designated as a future gift.
Give a gift of your real estate to CHC, while continuing to live in or use the property during your lifetime. If the property is a long-term asset (held for over one year), you may receive an income tax deduction based on the appraised value. The proceeds on the sale of the estate after tenancy terminates will help fund our compassionate care work into the future.
If you establish a charitable lead trust, you can designate CHC as the beneficiary for a period of years and then pass your assets to your heirs or others you designate. There are several types of lead trusts that you can use to show your support of CHC. You can fund your trust with cash, stock, bonds, land, or other assets. Talk to your tax adviser about the advantages of a Charitable Lead Trust.
You can donate significant art, antiques, cars, and other personal property now or through your estate plan.
If you don’t want to wait, you can make a tax-wise gift by making gifts to Coming Home Connection through a donor advised fund (DAF). Santa Fe Community Foundation is one of many places for this.
Make your gift today by donating your required minimum distribution. At 72 years & older, you annually withdraw a set amount from your Individual Retirement Account (IRA) each year. This withdrawal can significantly increase your income taxes. Instead, you can use this distribution to make a tax-free gift directly from your IRA to CHC and provide loving end-of-life care to someone who needs it.
You can donate appreciated assets such as stocks, bonds, or mutual funds and support our work … and be tax-savvy too!
You are invited to become a member of the Coming Home Connection Legacy Circle. You can join other supporters who have named CHC in an estate plan as we build our legacy program. A Planned Gift leaves a legacy of support that keeps providing compassionate care to those in need, while providing valuable tax benefits for you, your spouse and loved ones.
Leaving a legacy gift in your will may be the most impactful gift you’ve ever given!
Contact our Legacy Team Leader, Jeff Sand at:
Find us at cominghomeconnection.org or on Facebook.
Our mailing address is:
COMING HOME CONNECTION
418 Cerrillos Rd, Suite 23
Santa Fe, NM 87501
Since 2008 CHC has been arduously working to make sure that any person in Santa Fe and the surrounding area who needs a caregiver can have one – whether they can afford it or not.
Coming Home Connection is a 501(c) 3 and does not provide legal or tax advice. When considering a gift, an attorney or tax advisor should be consulted. All gifts are subject to our Gift Acceptance Policy