A legacy gift of any size will advance our mission to confront homelessness by cultivating people’s potential to get housed and stay housed. If you, like us, believe this mission is not an overnight concept, but will require long-term investment and support, a planned gift may resonate.
- Linda Lingle
We have come dangerously close to accepting the homeless situation as a problem we just can’t solve.
— Andrea Urton, HomeFirst CEO
I have named HomeFirst as a beneficiary in my will – specifying a gift of $10,000 to be used for its general unrestricted fund because I believe the homeless crisis is solvable
A bequest is a gift of personal property that can be made through your will or living trust It can be cash, specific items or assets. It is easily modified to reflect your changing needs and does not affect your current lifestyle. If you already have a will, your bequest may read as follows:
“I hereby give, devise or bequeath to HomeFirst Services of Santa Clara County (EIN# 94-2684272) the sum of $____ to be used for its general unrestricted fund.”
Retirement Plan or Life Insurance Beneficiary
Naming HomeFirst Services of Santa Clara County as a beneficiary to your retirement plan, IRA, 401(k) or 403(b) or life insurance can be tax efficient and may mean more funds for both HomeFirst and your heirs.
When you donate appreciated stock or mutual fund shares instead of cash you will receive charitable deductions at full, fair market value while reducing capital gains impact.
Contact CFO Art Stein (email@example.com) after notification on transfer of shares. The charitable value of your gift is determined by the average of the high and low stock price on the actual date of transfer.