Home Care Partners Legacy Society recognizes supporters who want to make a lasting impact through planned and legacy gifts.
By including Home Care Partners in your long-term giving plans, you can help ensure compassionate care continues for years to come. Planned gifts can take many forms, including options that make an impact today and others that help sustain Home Care Partners mission well into the future.
Make a Gift for Today
Make a Qualified Charitable Distribution from Your IRA
A qualified charitable distribution (QCD) is a tax-efficient way for individuals who are age 70 ½ or older to make gifts directly from their individual retirement account (IRA).
QCDs can count towards satisfying an individual’s required minimum distribution (RMD) for the year, which is the minimum amount that an individual must withdraw from their IRA each year once they reach age 73. To count for the tax year, gifts must be made directly from an eligible IRA to Home Care Partners by December 31.
Give Through a Donor-Advised Fund
A donor-advised fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Make a Gift of Stock, Securities, or Mutual Funds
A gift of appreciated stock, securities, or mutual funds can be a tax-smart way to support Home Care Partners. This type of gift may allow you to avoid capital gains taxes and may also qualify you for an income tax deduction if you have held the assets for more than one year.
Make a Gift for the Future
Leave a Gift in Your Will or Trust
A gift in your will or trust is one of the simplest ways to create a lasting impact. You can designate a specific amount, a percentage of your estate, or the remainder of your estate to Home Care Partners. Your gift helps ensure older adults and people with disabilities can continue receiving compassionate care and support for years to come. You retain control of your assets during your lifetime and can update your plans at any time.
If you have already included Home Care Partners in your estate plans, please let us know so we can thank you and honor your wishes.
Make a Gift by Beneficiary Designation
A beneficiary designation is a simple way to support Home Care Partners without changing your will or trust.
You can name Home Care Partners as a beneficiary of assets such as a retirement account, life insurance policy, brokerage account, or bank account. In many cases, this can be done by contacting your account provider or completing a beneficiary designation form online.
————–
To learn more, contact Eric Behna, Deputy Director at ebehna@homecarepartners.org or at 202-559-9850
Legal name: Home Care Partners, Inc
Point of Contact: Eric Behna, Deputy Director
Address: 1234 Massachusetts Ave NW, Ste C-1002, Washington, DC 20005-4526
Federal Tax ID number: 52-1920603
Phone Number (for assistance): 202-559-9850
