Planned Giving is different from our annual or project gifts in several ways…

• it is long-term in contrast to the annual budget program
• it involves gifts usually much larger than annual pledges or contributions
• it is identified with life-term accumulations rather than monthly or yearly income
• it recognizes the complexity of federal and state laws that apply

Planned Giving includes a variety of methods for leaving a living legacy…

• Bequests (Wills) - provides for the transfer of designated assets to the organization upon your death.
• Deferred Gifts - provides a way to give money, securities, or other property and receive income during your lifetime or income for others as you desire.  Thereafter, your gift benefits a particular purpose you designate.
• Life Income Plans - can provide life income, tax benefits, professional management of funds, and a way to support the organizations mission.
• All of these can be accomplished with significant tax savings!

A planned giving specialist is available to provide you or your attorney with information and ideas helpful in creating your own living legacy.

All you need to do is ask.

Wills and Bequests

A will, in essence, is control and stewardship over that which we leave behind.  The persons and institutions, like Health Bridges International, which we would want to have those assets after we no longer need them are named.

In your Will…

• Consider directing that your yearly pledge be paid in the event of your death
• Consider a monetary gift (bequest) to HBI
• unrestricted bequests—HBI decides what to use the gift for.
• restricted bequest—you specify in advance the purpose of your gift.

Through careful planning, it may be possible to use money that would otherwise go to taxes, to benefit both your loved ones and HBI.

How to leave a Bequest…

There are many forms of bequests to meet special needs.  Consult with your lawyer or estate planner for the best form for you.  The simplest form of bequest would be…

“I give and bequeath to Health Bridges International, Inc $_________________________

(And/or the securities or other property described herein, namely  _____________________________)

To be used for _________________________________.”

 HBI is ready to provide you with additional information and assistance.  All you have to do is contact us.

Charitable gifting is an American tradition which is unparalleled by any other country.  Through current tax laws our government encourages us to express our charitable support. Through careful planning you can utilize those methods that will allow you to be generous and to maximize your assets for yourself.

Gifts of appreciated securities (stocks or mutual funds) can be one of the most advantageous ways of giving whether you are paying your pledge or making a one time gift.  If your gift of stock is one you have owned for more than one year, you may deduct the full fair market value of the stock as a charitable contribution while bypassing all of the capital gain taxes.

Health Bridges International maintains a brokerage account to facilitate the receipt of gifts of stock or mutual funds.  We would be pleased to provide you with more information in this method of making your giving more cost effective.