Making a planned gift to HIP Housing through your will or living trust can have a lasting impact on your community. Charitable bequests to HIP Housing help so many families and seniors in San Mateo County find an affordable place to call home.
After you have provided for family and friends, we hope you will consider including HIP Housing in your estate plans. You will be creating a special legacy for your loved ones and your community.
Why make a bequest?
- It is flexible. A bequest can be a specific dollar amount or a percentage of your estate. You can also direct your support to HIP Housing or any HIP Housing program you choose.
- It is revocable. A bequest can ALWAYS be modified if you change your mind.
- It is free. Your bequest costs you nothing today, so you can enjoy your assets throughout your lifetime.
- It is tax wise. Bequests to HIP Housing are not subject to federal estate taxes.
Let us thank you
Once you have decided to make a bequest, please give HIP Housing an opportunity to say thank you for your generosity. Informing us of your gift allows us to include you, if you wish, in special activities and events exclusive to our Legacy Society. Informing us also ensures that we are able to meet the terms of your bequest.
HIP Housing respects your privacy and recognizes that you reserve the right to make changes to your plans as necessary.
For information
To learn more about leaving a planned gift, please contact Clarice Veloso-Lugo, Development Director at 650-348-6660 ext. 308 or CVeloso-Lugo@hiphousing.org.
**HIP Housing cannot give legal or tax advice. We encourage you to seek your own legal and tax advice in regard to living will or trust matters.