Planned Giving
Turn Your Legacy into a Lifeline
With a planned gift, you create steady, future-proof support that keeps single moms and their kids resourced with what matters most: time, options, stability and dignity. It’s impact that compounds.
Leave a legacy of love
Every mother deserves the opportunity to provide a bright future for her children. With a planned gift, you can make a lasting impact on single moms and their children, ensuring they receive the support, education, and resources they need to thrive.
Planned giving is a meaningful way to leave a legacy that aligns with your values and helps transform lives for generations to come.
Explore the options below to find the best way to give while meeting your financial goals.
Planned Giving Gifts
Effortless Giving, Lifetime Impact
This is how you can help moms and children by leaving a legacy
Bequests
In a Will or Trust
Name Hearts for Moms in your will or trust, as a beneficiary, to leave a legacy gift without impacting your current finances.
Beneficiary
Designations
Name Hearts for Moms as a beneficiary of assets: such as life insurance, annuity, bank accounts, retirement plans, CD's.
Donor
Advised Funds
Recommend your DAF to grant funds to Hearts for Moms to make an impact on families in need.
Getting Started
Naming a charity as a beneficiary is easy. Contact your financial institution to obtain a beneficiary designation form.
Gifts that can be structured to help you, your family and families in need
These gifts may allow you to give while still receiving income and/or tax deductions for yourself or loved ones.
Charitable
Gift Annuities
Donate to Hearts for Moms and receive fixed payments for life while helping single moms.
Charitable
Remainder Trusts
Transfer assets into a trust, receive income, potential tax deductions, and leave the remaining funds to support our mission.
Retained
Life Estate
Donate your home while continuing to live in it and may receive tax benefits now. Consult your attorney.
Leverage gifts that can reduce your taxable income and create potential tax benefits
These gifts help you maximize your impact while reducing taxes and protecting your estate.
Stocks and Securities
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Avoid capital gains taxes by donating appreciated stocks, mutual funds, or bonds.
Real Estate
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Donate property and receive potential tax benefits to support the mission.
Retirement Plans
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If you're 70½ or older, donate directly from your retirement plan and reduce taxable income by gifting your Required Minimum Distribution (RMD).
From Our Hearts, Thank You
A bequest, income-producing gift, or donated assets create steady, predictable funding that moves families off the waitlist, keeps them together, and growing in confidence, truth and independence.
For more information or to discuss your giving options, contact Angela Ball at angela@heartsformoms.org.
Thank you for considering a gift that will empower and create opportunities and hope for single moms and their children for years to come.