Estate Planning
How would you like to be remembered? Let us work with you and your family to establish a legacy gift that will support the causes most important to you in perpetuity!
Consider including charitable giving in your will or estate plan if you:
- Don’t have heirs or your heirs are already provided for
- Want to pass on your values or simply make a difference in the community for future generations
- Need to preserve cash but want to ensure causes you care about are supported over the long term
Start Your Plan
Setting up an Estate Donation Plan is easy!
We will guide and walk with you to help you achieve each one of your philanthropic goals. Contact Amanda Bennett, Director of Donor Services and Initiatives today and she will help you set up your plan.
Here are your options for Legacy giving:
Life insurance
If your need for life insurance has decreased, transforming the policy into a gift can help you meet philanthropic goals and realize income tax savings, estate tax advantages and extend your charitable reach with a low annual cost.
Retirement plans
If you find that the assets you’ve set aside for your retirement in an IRA or other qualified plan exceed your needs, you may elect HPCF as the beneficiary. Retirement assets can be the ideal way to meet philanthropic goals because they’re heavily taxed if left to heirs, but tax-free if designated for charity.
Real estate
You can deed real estate to charity that will in turn help this community in perpetuity. The High Point Community Foundation can help transform your property’s value into a legacy to benefit your community and meet charitable intents, while allowing you to realize financial and tax benefits.