How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Blessings of Hope in your will or trust please use the following suggested language:

General Purpose

I give, devise and bequeath to Blessings of Hope (tax ID 81-0941898), a non-profit, charitable organization organized under Pennsylvania law, __________% of the residuary of my estate, after all other specific provisions have been fulfilled OR a specific gift of $________ to be used for its general purposes.

Specific Purpose

I give, devise and bequeath to Blessings of Hope (tax ID 81-0941898), a non-profit, charitable organization organized under Pennsylvania law, __________% of the residuary of my estate, after all other specific provisions have been fulfilled OR a specific gift of $________ to be used for _______________ (for example...Hands of Hope food distribution).

Contingency Gift

I devise and bequeath the residue of the property owned by me at my death, real and personal, and wherever situate, to my (wife, husband, other individual you would describe) NAME, if (he/she) survives me. If my (wife, husband, other individual) does not survive me, I devise and bequeath my residuary estate to Blessings of Hope (tax ID 81-0941898), a non-profit, charitable organization organized under Pennsylvania law for its general purposes (or for specific purpose).

GIFTS OF APPRECIATED SECURITIES

Blessings of Hope's Broker:
DTC:
Attn:

,  

Account number:
Tax ID Number: 81-0941898

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to John M Sentgeorge, Donor Relations Manager at plannedgiving@blessingsofhope.com

Legal name: Blessings of Hope
Tax ID number: 81-0941898
Address: P.O. Box 567
Ephrata,  Pennsylvania  17522

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call (717) 824-1227 ext 115 - (717) 725-5451 cell or email plannedgiving@blessingsofhope.com.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.

Lets keep it simple - YES, you can join the miracle!

To simplify your gifting process, Blessings of Hope has partnered with the Everence Foundation to underwrite our planned giving instruments and greatly simplify the gifting process. With over $4 billion in assets and shared values, you can be assured that the very best financial ethical management is in place before, during and after your gift is made.

In association with Everence Charitable Services and underwritten by the Everence Foundation, our charitable instruments empower YOU to achieve your charitable goals in an environment of shared spiritual and ethical values. All this while helping Blessings of Hope carry forward the message of HOPE.

Should you choose to contact Everence directly, the contact information is:

Everence