Legacy of a Lifetime
Decide Today. Influence Tomorrow.
When you provide support to HopeWest through wills, bequests, life insurance, and other planned giving options, you demonstrate your commitment to the HopeWest mission of changing the experiences of aging, illness, and grief.
We honor those who share this vision and make planned gifts to HopeWest by adding them to our Legacy Society. See how you can become a member and leave a lasting impact on patients and families at HopeWest.
For more information on legacy giving, contact Breeana Gumpert, Chief Development Officer at (970) 257-2367.
Each donor’s situation is different. The information on this page is not intended as legal, accounting, or other professional advice. For assistance in planning your legacy gift, please consult a lawyer and/or financial advisor for professional advice.
Types of Legacy Gifts
Bequests
Make a lasting impact on HopeWest families by including a gift to HopeWest in your estate plan.
Have you already included a gift to HopeWest in your will or trust?
Please take a minute to fill out this form so we can show our gratitude for your lasting commitment to our mission and add you to our Legacy Society.
We’ve partnered with FreeWill, a free online tool that guides you through the process of creating your will or trust in just 20 minutes. This is just one opportunity available to you. HopeWest encourages you to consult with a trusted professional advisor or estate planning professional.
By including a planned gift in your estate plan, you can sustain vital HopeWest care services and resources to those facing difficult times.
Beneficiary Designations
Other Assets
Did you know you may have additional assets not covered in your will or trust?
If you have an IRA, 401(k), life insurance policy, or any additional accounts, these are called “non-probate assets” and they need to be planned for separately. You may name beneficiaries to each of your accounts directly with your account provider.
Stocks & Bonds
Donate stock to HopeWest and see your investments become an investment in others and our community.
Gifting stock is a smart way to give. A donation of appreciated stock can be up to 20% more valuable than selling and donating the cash, allowing you to make a bigger impact on HopeWest families and save on your taxes.
The benefits of donating stock to HopeWest
Avoid capital gains tax
Gifting stock avoids federal capital gains tax and most donors can also claim an income tax deduction for the stock’s full market value (state & local income tax deductions may also be available in some areas).
It’s quick and easy
Whether you want to do it yourself or get help from your financial advisor, donating stock takes as little as ten minutes with our online tool.
Contact Breeana Gumpert, Chief Development Officer at (970) 257-2367 to discuss planned gifts of stocks.
Real Estate
Donating real estate, such as a home, property, or land can make a great gift to HopeWest.
Benefits of gifts of real estate:
• Avoid paying capital gains tax on the sale of the real estate
• Receive a charitable income tax deduction based on the value of the gift
• Create a lasting legacy while supporting HopeWest
Acceptance of real estate gifts may be subject to HopeWest’s Gift-Acceptance policy.
Contact Breeana Gumpert, Chief Development Officer at (970) 257-2367 to discuss donating real estate to HopeWest.