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PLANNED GIVING

What will your legacy be?

Planned giving helps ensure the ongoing stability of our organization so that Almost Home, Inc. can be there for our community tomorrow, next year, and long into the future. 

Join us in naming Almost Home, Inc. in your will or estate plan, and create the gift of a lifetime! Whether it’s cash or stock, life insurance, or property, your lasting legacy will help carry out our mission of ending homelessness in our community.  

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Gifts Through Your Will or Trust

A gift made through a will or living trust is convenient to arrange. A simple provision or amendment prepared by your attorney at the time you make or update your will or trust is all that is necessary. Gifts included in wills and living trusts are flexible, easy to arrange, and may be changed with your life circumstances.

Here are the most popular ways to give through wills and trusts:

  • Make a gift of a specific amount.

  • Make a gift of a percentage of your estate.

  • Give the remainder, or residue, of your estate to Almost Home, Inc., that is, what remains after all other gifts to friends and loved ones are satisfied.

  • Name Almost Home, Inc. to receive a gift before the remainder of the trust is distributed to heirs.

Gifts by Beneficiary Designation

Continue your support for Almost Home, Inc. for years to come by naming our organization as a beneficiary of your retirement account, life insurance plan, bank account, or other assets.

This doesn’t require an estate plan or lawyer, and you can change your beneficiaries at any time.

It only takes three simple steps to make this type of gift:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.

  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Planned Giving Options

As with all legal and financial matters, Almost Home, Inc. recommends that donors consult with their personal legal, tax, and financial advisors for specific guidance on how giving to Almost Home, Inc. can affect your personal tax or financial situation.

Leave a legacy when you support Almost Home, Inc. in one of the following ways:

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Bequests

Leave a gift through a will, trust, life insurance policy, or IRA.​

Gifts of Stock

Receive tax benefits when you donate appreciated securities such as stocks.

Donor Advised Funds

Setting up a DAF is a smart and tax-efficient method to manage your charitable giving.

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Endowment

Almost Home, Inc. currently has an endowment through the Colorado Gives Foundation.  A nonprofit endowment is a long-term fund invested for the future needs of an organization.  Endowment funds are typically structured to be held in perpetuity and only a portion of the earnings generated by the endowment can be spent each year, ensuring the organization’s long-term sustainability.

Sample Bequest Language

To add Almost Home, Inc. to your will, share this with your attorney or financial planner:

“I hereby give and bequeath (dollar amount or a percentage of my estate) to Almost Home, Inc.

Tax ID# 84-1220644, located at 22 S. 4th Ave. Ste. 102 Brighton, CO  80601, to be used for its general purposes (or for a particular program or purpose).”

Declaration of Intent

Click below to let us know about your legacy gift plans. We are delighted to welcome you into the circle of friends committed to supporting Almost Home, Inc. far into the future. 

Contact Us

Questions?  Contact Rachel Monroe, Philanthropy & Communications Director.

rmonroe@almosthomeonline.org

303-659-6199  ext. 106

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