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Planned Gifts, Wills & Trusts

Planning Your Gift….

Gifts made through your will or trust

A simple provision in your will or trust can provide for our organization after your death. Flexible and revocable, a bequest allows you to make a gift that costs you nothing during your lifetime. You can give a specific amount, or a percentage of your estate. Consider a bequest to endow your lifetime giving, so that after you pass away our organization will receive annual gifts in your name from a fund at the Hudson Community Foundation (HCF).

Gifts of retirement plan assets

An Individual Retirement Account (IRA) or other qualified retirement plan offers a strategic giving option. At your direction, the balance in the account can pay directly to a HCF charitable fund at your death. It goes to work, providing annual support for our organization in your name.

Gifts of life insurance

For many people, life insurance affords a practical means of making a significant gift. You may name our organization’s endowment fund at the HCF as beneficiary of a new or paid-up life insurance policy. If you make the HCF the owner of the policy as well as beneficiary, you may receive current income tax benefits.

Gifts that pay you income for life

A charitable gift annuity or a charitable remainder trust can provide you with lifetime income and establish a charitable fund in the future with remaining assets. This gift provides a current income tax charitable deduction as well as potential estate tax savings. Best of all, you ensure long-term support for our organization.

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