Leaving A Legacy
Your Legacy Reflects the Meaning of Your Life: How you can remember Helping People Succeed
There are many ways to remember Helping People Succeed in your estate plan, and you may discover how inexpensive most of these are to accomplish.
The following are some options to consider:
Life Insurance Policy: Name Helping People Succeed as a beneficiary, or name Helping People Succeed as the owner of the policy.
IRA, 401 (k) or Pension Plan: Name Helping People Succeed as a beneficiary.
Annuities: Name Helping People Succeed as a beneficiary, or name Helping People Succeed as owner of the annuity contract.
Real Estate: You can transfer the deed of your home to Helping People Succeed and retain the right to live in the residence of your home.
Will: A simple codicil to your existing will to name Helping People Succeed as a beneficiary.
Living Trust: A simple amendment to your living trust to name Helping People Succeed as a beneficiary.
Charitable Remainder Trust: Income to you during your lifetime, assets to Helping People Succeed at the termination of the trust.
Charitable Lead Trust: Income to Helping People Succeed for a period of years, remaining assets to your heirs at the end of the term.
For more information about making a gift to Helping People Succeed, please contact Glenna Parris. She can be reached directly at 772.320.0778. Or email Glenna at gparris@hpsfl.org.
You may also speak with your attorney or financial planner.
Our Mission
Contact Us
Helping People Succeed provides choices and opportunities that help children, families and adults improve their quality of life through education, training, and employment. Our passion is building successful families and futures–one life at a time!
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Helping People Succeed |
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Tel: 772.320.0770 |
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*The Florida Department of Children and Families. Partially funded by the Martin County School District.
Copyright © 2018 Helping People Succeed, Foundation Inc. All rights reserved.