Planned Giving

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 Association.  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.