Consider making a lasting gift to those in need. Remembering the Coalition for the Homeless in your will, a trust, or through an annuity, your life insurance or retirement plan are wonderful ways that your legacy can continue to help your neighbors who need it most.
Even if you have not yet drafted your will, there are assets that you will leave behind that you can consider including the Coalition for the Homeless in as a beneficiary.
The most common planned gift is a bequest through your will or living trust. You can arrange a gift of a specific amount, a percentage, or even all or part of the residuum of your estate. If you would like to make such a gift to the Coalition for the Homeless, your attorney may wish to include language similar to the following:
“I give, devise, and bequeath to Coalition for the Homeless, Inc., now or formerly in the City of New York, 129 Fulton Street, in the State of New York, (dollar amount, percentage, or __ percent of the rest, residue, and remainder of my estate), to be used for its general purposes.”
Retirement and IRA Plans
Naming the Coalition as a partial recipient of your retirement plan is an easy way to help homeless New Yorkers – and could save you taxes. Simply ask your fund administrator for the beneficiary designation form and decide the portion of your retirement savings you wish to leave to the Coalition.
Similarly, consider adding the Coalition for the Homeless as a beneficiary of your life insurance policy – funding the Coalition’s lifesaving work well into the future.
For more information on how you can make a planned gift to the Coalition, please contact (212) 776-2056 or via e-mail firstname.lastname@example.org.
If you’re making a planned gift to the Coalition for the Homeless, you may need the following information:
Coalition for the Homeless, Inc.
129 Fulton Street, New York, NY 10038
Employer Identification Number (EIN)
501(c)(3) nonprofit corporation