Esperança

Leaving a Legacy of Hope

Leaving a legacy gift to Esperança benefits you and your loved ones through tax benefits and also helps to transform the lives of those most in need around the world. When you leave a legacy gift, you will know that your generosity is helping to support bright futures for generations to come.

After completing your estate planning, we invite you to send us a copy of the relevant section of your will or trust documents that outline your bequest. This helps us with our planning and also enables us to keep you up to date on our work and impact. Any information you share with us is kept with strict confidence. 

By becoming a member of the Esperança bequest family, you are making a commitment to bringing hope, providing health, and transforming communities. 

Bequests

Bequests are one of the most common (and most simple) ways to leave a legacy gift. Here are ways you can leave a bequest to Esperança:
Specific Bequest - Designate the amount of money or specific asset (property, securities, etc.) you wish to donate.
Percentage Bequest - Designate the percentage of your estate you want distributed to Esperança .
Residuary Bequest - Instruct that any remaining part of your estate be distributed to Esperança after distributions are made to family, friends, etc.
Contingent Bequest - Instruct that Esperança receive assets in the event that a beneficiary in your will is no longer living.
Sample bequest language: "I give and bequeath the sum of $ _____ (or __% of my estate) to Esperança to be used in support of its general philanthropic purposes."
If you would like to make a charitable bequest, our Federal Tax Exempt Number is 23-7087997 .

Other Investments

An IRA, 401(K), 403(b) or another qualified retirement plan has tax benefits for accumulating assets, but at death they may be subject to income and estate taxes. Without planning, over 60% of the value of your tax-deferred accounts may go to taxes. Gifting these accounts makes use of the full value of the assets. To leave your IRA or other retirement plan to Esperança (either as primary or contingent beneficiary), contact your retirement plan company to request a change in beneficiary designation form.

Insurance

Another simple way to leave a legacy of hope is to name Esperança as a beneficiary of any individual or group life insurance policy. You will get an estate tax deduction for insurance proceeds that go to Esperança upon your death.

Questions?

Ashley Faye, Development Director
[email protected]
602-751-9517

Trusts

With a charitable lead trust, you transfer cash or appreciated property to a trust, which makes payments to Esperança over a period of time after which the assets of the trust are transferred to your beneficiaries. These trusts are particularly useful for managing capital gains and gift taxes for assets that have appreciated in value.

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