Gifts That Cost You Nothing Now

Most legacy gifts cost you nothing now. No immediate contribution is needed, and you can change your beneficiaries at any time. Once your family and loved ones are provided for, we hope you’ll consider leaving a gift to HelpMeSee in your will or trust or by beneficiary designation. Your compassionate legacy will be linked with our mission to provide the miracle of sight to those in need for years to come.

We’re grateful that you would consider providing the gift of vision for the world’s poverty-stricken part of your enduring legacy. Please let us know if you have included a gift for HelpMeSee in your will or trust or by beneficiary designation. Providing us with documentation is the best way to ensure that your wishes are honored.
 

Gifts by Bequest

gifts by bequest
Here are the more common ways to leave a gift for HelpMeSee:

A general bequest leaves HelpMeSee a gift of a stated sum of money in your will or living trust, typically personal property or assets.

A residual bequest leaves HelpMeSee a percentage of the remainder of your estate after other bequests, debts and taxes have been fulfilled.

A specific bequest leaves HelpMeSee a specific dollar amount or stated fraction of your estate or a specified gift in kind (collections, art, books, jewelry, and so on).

A contingent bequest leaves HelpMeSee a stated share of your estate, only if a spouse, family member or other beneficiary does not survive you.

If you have any questions, please email Steven Moore, Senior Director of Development, at steven@helpmesee.org. Thank you for your support.

Gifts by Beneficiary Designation

Along with bequests in a will or trust, gifts by beneficiary designation are among the easiest gifts to make. They do not require an estate plan or a visit to a lawyer, they cost you nothing now and you can change your beneficiaries at any time. You can designate HelpMeSee as a beneficiary of your retirement account, life insurance plan, bank account, or other assets. It’s as simple as requesting a change of beneficiary form from your plan administrator and adding HelpMeSee as a full or partial beneficiary. Forms are often available online.

Retirement Plan: Retirement assets are among the most heavily taxed, making them an ideal opportunity for charitable giving once you no longer need the assets. Consider making HelpMeSee a beneficiary of your retirement assets and leaving other less-heavily taxed assets to loved ones.

Life Insurance Plan: A gift of life insurance is an affordable way to make a significant gift to HelpMeSee while also enjoying tax savings during your lifetime. Benefits include:

  • A significant gift from disposable income at a fraction of the value.
  • Tax saving can be realized immediately.
  • Your donation could reduce final estate taxes.
  • Insurance gifts pass outside the estate.

CDs, Bank Accounts, and Brokerage Accounts: Naming HelpMeSee as the beneficiary of a certificate of deposit, a checking or savings bank account, or a brokerage account is one of the easiest ways you can make providing the miracle of vision to the world’s poverty-stricken part of your lasting legacy.

Donor Advised Fund Residuals: Final distribution of contributions remaining in a Donor Advised Fund is governed by the contract you completed when you created your fund. We hope you will consider naming HelpMeSee as a “successor” of your account. Or, you can name HelpMeSee as the successor for a portion of the account value, leaving the remaining portion for your heirs to continue your philanthropic legacy.

As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

If you have any questions, please email Steven Moore, Senior Director of Development, at steven@helpmesee.org. Thank you for your support.