Your planned gift will support the vital work New Hope Midcoast does to overcome social injustice and oppression. Planning ahead allows you to be clear about the legacy you want to leave and will have a lasting impact on our ability to provide direct services to those who need them.
There are many ways to make a planned gift. We invite you to consider donations of or through the following:
- Stocks
- Donor Advised Funds
- Retirement Plans
- Real Estate
- Charitable Remainder Trusts
- Living Trusts
- Life Insurance Policies
- Charitable Gift Annuities
Note: Each of these options may help you reduce your estate taxes. Please consult your financial planner or legal advisor for advice.
Thank you for considering New Hope Midcoast as part of your financial planning strategy.
Our Development Director would be glad to discuss planned giving with you.
Please call at 207-691-5969
STOCK TRANSFERS
Gifts to New Hope Midcoast in the form of stocks, bonds, or mutual funds that have appreciated in value may be especially good philanthropic options.
When you transfer ownership of securities to New Hope Midcoast, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).
Donor information will not be included with your electronic transfer, so please alert us in advance about the type of securities and number of shares you plan to give by emailing or calling the Development Director at 207-691-5969.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (i.e., for DTC transfers, the date the stock is transferred into our brokerage account). Please contact the Development Director for all information necessary to transfer securities to our account including our account number, broker, DTC number and Tax ID #.
ADVISED FUNDS
Giving through a Donor-Advised Fund is a wonderful way to act on your commitment to ending domestic violence. Donor-Advised Funds are accounts that may be established directly with a sponsoring non-profit organization, community foundation, or financial institution. As a donor-advised fund is itself designated as a 501(c)(3) public charity, contributions into the fund are tax deductible. You can recommend how much (and how often) you want to distribute money from that fund to New Hope Midcoast or other charities.
As with a retirement plan or life insurance policy, you may make a legacy gift to New Hope Midcoast by listing New Hope Midcoast as a charitable beneficiary of your existing donor-advised fund.
New Hope Midcoast is grateful for all donations from donor-advised funds and will work with you to make the giving process simple and efficient.
Next Steps: Contact your financial/legal advisor or specific donor-advised fund representative for detailed information on donor-advised funds. The Development Director at New Hope Midcoast is available to assist as needed at 1-207-691-5969
