INVEST IN

Where Homelessness Ends and Healing Begins

Planned Giving

For more information, please contact:

Celeste Eggert
Vice President & Chief Development Officer
210.220.2198
celeste.eggert@havenforhope.org

Wills and Living Trusts

If you would like to plan for a future gift to Haven for Hope from your estate, this guide will provide a starting point for you and your legal/financial advisor.

Designating Haven for Hope as a beneficiary in your estate plans is a meaningful way to help us continue our mission to offer a place of hope and new beginnings by providing, coordinating, and delivering an efficient system of care for people experiencing homelessness in San Antonio.

Your bequest can specify if you would like your gift to be used in support of a special program, operating needs, or capital projects.

  • Your gift is not subject to federal estate tax.
  • You may change your wishes regarding the beneficiary designation at any time.
  • You are in control of the funds or property throughout your lifetime.
  • With your legal/financial advisor, you include language in your living trust or will designating Haven for Hope as the beneficiary.
  • You control the funds or property during your lifetime.
  • When you pass away, Haven for Hope receives your bequest.
  • For further information, please contact Vice President & Chief Development Officer, Celeste Eggert. celeste.eggert@havenforhope.org
  • Always seek advice from your financial and/or legal advisor.
  • Your legal and/or financial advisors may need some additional information about Haven for Hope to complete your bequests.
  • Haven for Hope’s full legal name is the “Haven for Hope of Bexar County”, and its federal tax identification number is 20-8075412
  • Haven for Hope is a public charity exempt from income, gift, and estate taxes under section 501(c)(3) of the Internal Revenue Code.

Beneficiary Designations

Naming Haven for Hope as a beneficiary is a powerful way to leave a legacy. You can designate Haven to receive assets such as life insurance policies, IRAs and retirement plans, or donor-advised funds.

  • No federal income tax is due on the funds that pass to Haven for Hope.
  • No federal estate tax is due on the funds.
  • You name Haven for Hope as beneficiary for any portion of your financial assets you desire.
  • When you pass away, Haven for Hope receives the funds you specified.
  • For further information, please contact Vice President & Chief Development Officer, Celeste Eggert, celeste.eggert@havenforhope.org.
  • Always seek the advice of your financial and/or legal advisor. 
  • Request a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift.
  • Should you include Haven for Hope in your planned giving, please use our legal name and Federal Tax Identification Number
    • Legal Name: Haven for Hope of Bexar County
    • Address: One Haven for Hope Way, San Antonio, TX  78207
    • Federal Tax Identification Number: 20-8075412

Already Made a Gift?

If you’ve already included Haven for Hope in your estate plans, thank you! So that your gift can be fulfilled exactly as you intend, please let us know of your plans by contacting Vice President and Chief Development Officer, Celeste Eggert at celeste.eggert@havenforhope.org 

Your information will be kept confidential and any request to remain anonymous will be honored.

The information above is intended to introduce certain concepts, and we caution you not to rely on it for any legal, tax, or other purpose. You should obtain the advice of your legal and tax advisors before making or establishing any bequest or gift.

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1 Haven for Hope Way
San Antonio, Texas 78207
Main Office Line: (210) 220-2100 

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