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
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
If 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.
Financial information about this
organization and a copy of its license are available from the State Solicitation
Licensing Branch at 919-733-4510. The license is not an endorsement by the state.
