Charles House Eldercare Center

PLANNED GIVING

As a nonprofit organization, Charles House Association relies on contributions. For example, community support helps us serve those who cannot afford the daily fee.

The following are options for planned giving. Talk with your attorney or financial professional and determine how giving to Charles House can be in the best interest of you and the people you are helping. Contributions are, of course, tax deductible.

Bequests
 There are several forms of bequests that can be made to support our work:

  • Specific Bequest - usually a stated dollar amount.  It can also be a gift of securities, real estate or tangible personal property

  • Residual Bequest - names Charles House to receive all or a percentage of the remainder of the estate after specific bequests have been fulfilled

  • Contingent Bequest - takes effect only if all primary beneficiaries named in the will have predeceased the donor.  Declaring Charles House a contingent beneficiary can prevent the property from going to the state if there are no heirs

Gift of Life Insurance
A gift of life insurance may also be made to Charles House.  You can:

  • Make Charles House the beneficiary of an existing policy

  • Make Charles House the owner and beneficiary of an existing policy

  • Take out a new policy with Charles House as the owner and beneficiary

The Charles JONES Society
The Charles Jones Society recognizes friends who have remembered Charles House through planned giving, such as bequests and gifts of life insurance.  All information provided to Charles House will be held in confidence.

f you have questions or want to find out more about planned giving to Charles House, please contact the executive director by phone at 
919-967-7570 or by email at info@charleshouse.org.

Charles House Association is a non-profit 501(c)3 organization. A copy of the license to solicit charitable contributions as a charitable organization or sponsor and financial information may be obtained from the North Carolina Department of Human Resources, Solicitation Licensing Branch, by calling 919-733-4510. Registration does not imply endorsement, approval, or recommendation by the state.