Why a

Planned Gift

A planned gift is a way for you to express your values and achieve financial goals. A gift through your estate plan will leave a legacy of support for the future of Coming Home Connection and keep providing compassionate care to those in need, while providing valuable tax benefits for you and/or a spouse and loved ones. Planned Giving is simply another opportunity for a generous supporter to make gifts, in addition to your annual giving.

legacygiving@cominghomeconnection.org

There are many planned giving options

Making a Bequest

You can leave a gift in your will or revocable trust choosing a specific amount or a percentage of your estate. Below is an example of language you may use in your estate plan:

I give [indicate a dollar amount or a specific % of the remainder of your estate or Trust] to Coming Home Connection, a non-profit corporation founded in New Mexico, currently located at 418 Cerrillos Rd #27, Santa Fe, NM 87501 Tax ID# 74-2853467

Please consult your tax advisor, attorney or other professional advisors for bequest language tailored to your individual situation and objectives. 

Naming Coming Home Connection as a Beneficiary

One of the most flexible and easy ways to make an extraordinary gift is to name Coming Home Connection as a beneficiary of

  • Your retirement plan assets/Appreciated Securities
  • Life Insurance
  • Real estate
  • Charitable Lead Trusts
  • Other financial accounts

It only takes three simple steps to make this type of gift. Here’s how to name Coming Home Connection as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.
  4. Please send us a notice so we can thank you and plan for the future.

Using Appreciated Securities/Retirement Plan Assets

When you transfer appreciated securities or other retirement plan assets directly to our investment account, you benefit:

  1. You can defer and/or avoid capital gains tax.
  2. You may be entitled to a charitable deduction for all or a portion of the total fair market value. Check with your tax advisor.
  3. You have the joy of knowing our work will continue.

Giving Through Life Insurance

You can make a meaningful gift if you name Coming Home Connection’s as the beneficiary of some or all of a life insurance policy benefit. You may even decide to write an additional policy dedicated to Coming Home Connection.

Making A Gift of Real Estate

Subject to our gift acceptance policy, you can make a charitable gift of your vacation home, commercial property, or undeveloped land to CHC while possibly reducing taxes. These properties can be donated towards our work as an outright gift or a can be left in your estate and designated as a future gift. 

Using a Retained Life Estate

Give a gift of your real estate to CHC, while continuing to live in or use the property during your lifetime. If the property is a long-term asset (held for over one year), you may receive an income tax deduction based on the appraised value. The proceeds on the sale of the estate after tenancy terminates will help fund our compassionate care work into the future. 

Giving Through A Charitable Lead Trust

If you establish a charitable lead trust, you can designate CHC as the beneficiary for a period of years and then pass your assets to your heirs or others you designate. There are several types of lead trusts that you can use to show your support of CHC. You can fund your trust with cash, stock, bonds, land, or other assets. Talk to your tax adviser about the advantages of a Charitable Lead Trust.

Gifting Personal Property

You can donate significant art, antiques, cars, and other personal property now or through your estate plan. 

Ways to give Now

Donor Advised Fund

If you don’t want to wait, you can make a tax-wise gift by making gifts to Coming Home Connection through a donor advised fund (DAF). Santa Fe Community Foundation is one of many places for this.

IRA Required Minimum Distribution

Make your gift today by donating your required minimum distribution. At 72 years & older, you annually withdraw a set amount from your Individual Retirement Account (IRA) each year. This withdrawal can significantly increase your income taxes. Instead, you can use this distribution to make a tax-free gift directly from your IRA to CHC and provide loving end-of-life care to someone who needs it.

Donate Appreciated Securities

You can donate appreciated assets such as stocks, bonds, or mutual funds and support our work … and be tax-savvy too!

Become a Member of the Legacy Circle

You are invited to become a member of the Coming Home Connection Legacy Circle. You can join other supporters who have named CHC in an estate plan as we build our legacy program. A Planned Gift leaves a legacy of support that keeps providing compassionate care to those in need, while providing valuable tax benefits for you, your spouse and loved ones.

Leaving a legacy gift in your will may be the most impactful gift you’ve ever given!

Contact our Legacy Team Leader, Jeff Sand at:

legacygiving@cominghomeconnection.org

Find us at cominghomeconnection.org or on Facebook.

Our mailing address is:

COMING HOME CONNECTION

418 Cerrillos Rd, Suite 27

Santa Fe, NM 87501

Since 2008 CHC has been arduously working to make sure that any person in Santa Fe and the surrounding area who needs a caregiver can have one – whether they can afford it or not. 

Coming Home Connection is a 501(c) 3 and does not provide legal or tax advice. When considering a gift, an attorney or tax advisor should be consulted. All gifts are subject to our Gift Acceptance Policy