Life is full of competing priorities. Often the things we want to do don't coordinate with what we know we need to do. If you are in or approaching retirement, you know that one priority is making sure you have enough income. Yet, you may also want to continue your support of favorite charities. Saving and charitable giving don’t have to be competing priorities. Enter the HopeHealth charitable gift annuity!

A Charitable Gift Annuity is simple. You make a gift to HopeHealth of cash or appreciated securities, and HopeHealth agrees to pay up to two individuals a fixed income for life. The payments never fluctuate and are not affected by changes in the economy or financial markets. HopeHealth will give you a simple agreement for your records. Then just wait for the payments. In return for your gift, you will get an immediate income tax charitable deduction for a portion of your gift. In almost every case some of your annuity payments will be partially tax-free for a time. 

Once you decide to move forward to establish a Charitable Gift Annuity with HopeHealth, here is the process. We will guide you every step of the way.

•  Contact us to ensure that the age(s) of the annuitant(s) meet the gift annuity policies at HopeHealth.
•  Receive a financial illustration for the gift you are considering.
•  Request a Gift Annuity Application form from us.
•  Complete the information on the application, and return it with your gift.  You can give cash or appreciated securities.
•  Send the Gift Annuity Application to the Philanthropy office at HopeHealth.
•  If you are using a check to fund the gift, enclose your check with the application.
•  If transferring stock, use these instructions or
•  Shortly after your application is received we will send you a Charitable Gift Annuity Agreement, along with tax reporting information for when you file your income taxes.
•  Sign the Charitable Gift Annuity Agreement and return it to HopeHealth. HopeHealth will provide a fully signed agreement to you.  Sign it, then
•  Payments will be sent to you beginning with the next full payment cycle, and it will continue until the last beneficiary is no longer living.