Leave a Planned Gift

In making a planned gift to Housing Assistance, you can gain valuable financial and tax benefits for you and your family. You will become a Legacy Leader and will make a difference in the lives of future generations by planning your gift now, while fulfilling your own wishes and philanthropic dreams.

As you begin the process of planning your gift, you have several options, including:

  • Include a gift in your will or other planned giving investment that is designated to the Housing Assistance Housing Legacy Fund

  • Direct your assets – stock or property – to be used for the purpose of the Housing Legacy Fund

  • Make a gift today or name Housing Assistance as the beneficiary of an existing or new life insurance policy, which will be directed to our Housing Legacy Fund. If Housing Assistance is named as the owner and beneficiary of the insurance policy, your premium payments may even be tax-deductible.

If you are considering making a Planned Gift or Bequest, we would be happy to discuss the options available to you, and partner with you to ensure that your gift has the impact you desire.

Housing Assistance recommends consulting a legal advisor when drafting a will or making changes to your planned giving arrangements as this individual can provide advice about the most appropriate way to remember Housing Assistance through planned giving.

To learn more about legacy giving, contact Anne Van Vleck, Chief Development Officer by email or by calling 508-771-5400 ext. 228.

To leave a gift in your will, simple share this sentence with your attorney or financial planner:

“I bequeath $_______________________ or ________________% of my estate to the Housing Legacy Fund of Housing Assistance Corporation, 460 West Main Street, Hyannis, MA 02601.”

Housing Assistance Corporation is a 501(c)(3) nonprofit organization.

Tax ID#: 23-7431255.

To learn more about legacy giving, contact Anne Van Vleck, Chief Development Officer by email or by calling 508-771-5400 ext. 228.

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Leave a Lasting Legacy

Joan White
“My mother wanted to leave a legacy. This gift was her way to give back, particularly to a community and a part of the state that she always enjoyed and always felt a connection with.” –Susan White, Joan’s Daughter
Joan White, Housing Legacy Society Donors
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Ways to Make an Impact