Leave a Legacy

Planned giving is a way to ensure that Hope House can continue to do its work for years to come, while maximizing your tax advantages.

Make your life’s legacy one of hope, by participating in Hope House’s Planned Giving Program. There are several ways to give, all of which offer excellent tax incentives. Regardless of which you choose, it’s an easy way to ensure the future of Hope House – and a great way to make a large impact with a surprisingly small investment.

Hope House’s Planned Giving Program encompasses a permanent endowment at The Norfolk Foundation, and our Building Fund at The Virginia Beach Foundation.

Planned giving, as the name suggests, is charitable giving with a plan. Your gift may be unrestricted, or directed to a specific area of Hope House’s work, such as affordable housing. There are three basic ways to participate in planned giving:

Outright gifts

include stock and tangible personal property, among other things.

Bequests

allow you to retain use of the asset during your lifetime. After your death, Hope House gains use of the asset.

Life income gifts

allows you to donate to Hope House during your lifetime, while still receiving income from the asset for life.

There are many types of assets you can include in your planned gift, including real estate, mutual funds, life insurance, trusts, and gift annuities. All of them will help ensure a better future for Hope House and the people we support.

If you’re considering making a planned gift to Hope House Foundation, please email Julie Ambrosio at jambrosio@hope-house.org or call her at 757.625.6161, and she’ll be happy to assist you. She can provide additional information, or put you in touch with one of our planned giving advisors, listed below:

Caron Crouse

CPA, Senior Manager
Goodman & Company, LLP

Gordon E. Parker, Jr.

Financial Advisor
Heritage Business Advisors

William H. Oast, III

Attorney
Oast & Hook, PC

Paul Terkeltaub

CLU, ChFC, CLTC
Managing Parter
The Frieden Agency

You can also fill in the following form to receive more information:

* Name:
* Email Address:
* Address:
* City:
* State:
* Zip Code:
* Phone:	( ) -
Name of Attorney or Financial Advisor:
	Please contact me.
	I would like additional information about gift annuities.
	I would like additional information about giving through my will or other estate plans.
	I would like periodic information by email.

Prior to making any planned gift to Hope House, please seek additional counsel from your professional advisor about the tax benefits of charitable giving.