The Legacy Society

Those who remember Harbor Interfaith Services in a will, trust, designation, or other planned gift, are invited to join the Legacy Society. Too often, these gifts go unrecognized because they come at the end of the donor’s life. The Legacy Society provides a way to recognize and thank people during their lifetimes who desire to create a lasting legacy of hope by including Harbor Interfaith Services in their estate planning. When you do, we will include your name on a list of Legacy Society members.

Here are some examples of gifts.

Bequests (wills):  A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Harbor Interfaith Services in your estate plan.  To prepare a bequest, please consult your attorney.

Charitable Remainder Trusts:  A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities such as Harbor Interfaith Services.

Life insurance and retirement assets: Life insurance provides an amplified gift that enables you to give on the installment plan. Through a relatively small annual cost (the premium), a benefit far in excess of what would otherwise be possible can be provided to Harbor Interfaith.  This sizeable gift can be made without impairing or diluting the control of a family business or other investments. Assets earmarked for family members can be kept intact.  To include Harbor Interfaith as a beneficiary, please consult your attorney.

Real estate:  Gifts of real estate may save you thousands of dollars in income, estate, and capital gains taxes, while providing a substantial benefit to a charity.  Harbor Interfaith can accept gifts of residential, commercial or undeveloped real estate.  In exchange, you can will receive a charitable income tax deduction based on the fair market value of the property, with no capital gains liability on the transfer.  To give a gift of real estate to Harbor Interfaith, please consult your attorney.

To pledge a deferred gift, please complete and return the form at this  link:  confirmaton-of-deferred-gift-12-7-16