Financial Contributions

Giving Opportunities for Homestead Village

Since its beginning, the Homestead Village community and its residents have benefited from the kindness and generosity of many supporters. At every important moment, residents, family members, community members, and staff at Homestead Village express their appreciation through financial contributions and donations.

We invite you to join us as we endeavor to enhance and build a secure future for Homestead Village. We believe that a well-managed and growing endowment fund will help provide financial security for our residents, provide opportunities to upgrade our facility, and continue to develop staff.

A contribution to the Homestead Village Endowment Fund has many benefits:

• Acknowledges the level of care that you or a loved one has received
• Continues the good work that is being done
• Provides for new services
• Makes a difference in our community
• Creates an enduring legacy that will influence succeeding generations

Homestead Village has established the Endowment Fund program to strengthen the financial well-being of our nonprofit community and to ensure our ability to provide financial security to each and every resident, even if they outlive their financial assets. Your gifts and pledges can be made in a variety of ways, and we greatly appreciate your thoughtful consideration.

• Outright Gift to the Endowment Fund: No minimum donation amount
  Gifts and pledges of $5,000 or greater qualify the donor for Legacy Society. Gifts can be made with cash, appreciated stocks, bonds, or mutual funds.
• Bequests: No minimum amount
  Bequests and other estate-related gifts in excess of $10,000 will qualify the donor for Legacy Society. Gifts through a will or trust may be for a specific dollar amount, a percentage of your estate, or as a contingent beneficiary. Homestead Village will provide sample language upon request.
• Charitable Gift Annuities: $10,000 minimum to establish
  Annuities will qualify the donor for Legacy Society. This is a simple contract between you and Homestead Village, whereby Homestead provides you and/or another beneficiary with fixed, regular payments for life in exchange for an irrevocable gift.
• Charitable Remainder Trusts: $100,000 minimum to establish
  Trusts will qualify the donor for Legacy Society.
• Life Insurance: No minimum amount
  Life insurance gifts in excess of $10,000 will qualify the donor for Legacy Society. You may designate the Endowment Fund as the beneficiary of your life insurance policy.