You’ve led a lifetime of giving. What’s next?
Legacy giving enables you to support your community long into the future. There are many ways to make a legacy gift:
- Bequests (wills or trusts)
- Gifts of life insurance
- Donations of unused retirement assets (e.g., IRAs, 401(k)s)
- Charitable gift annuities
Why consider a legacy gift to HRB?
- Tax advantages: Reduce potential estate or income tax.
- Lasting impact: Help keep families housed for generations.
- Personal fulfillment: Know that you’ve made a meaningful difference in your community.
- Ripple effect: Inspire others in the community to give back.
- Exclusive appreciation events: Socialize with donors who share your passion for affordable housing.
How to join the HRB legacy giving program
- Consult your financial advisor. Explore which legacy giving avenue fits your goals.
- Use the HRB federal tax ID (95-0068013) to include HRB in your legacy plan.
- Submit a Legacy Notification Form online or download a copy and mail to Kaylee Baker at Housing Resources Bainbridge, Box 11391, Bainbridge Island, WA 98110.
Get in touch
To understand how your legacy gift will benefit HRB and to keep us updated on your estate plan, contact Kaylee Baker, fund development coordinator, at [email protected] or
206.842.1909, ext. 17.