Planned Gifts
Smart Planned Giving Options That Make a Lasting Impact
Support Hope Services in a way that aligns with your financial goals – now and in the future.
Donor Advised Funds
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Hope Services and other qualified charities. You can recommend a grant now to make an immediate impact or use your fund as a tool for future charitable gifts. You can even set up recurring grants.
IRA Donations
Make a difference today and potentially save on taxes by giving directly from your Individual Retirement Account (IRA). If you’re age 70½ or older, you can give any amount (up to a maximum of $108,000) this year from your IRA directly to Hope Services without having to pay income taxes on the money.
If your financial institution offers electronic transfers, contact us for assistance.
Legacy Giving
There are a variety of meaningful ways to create a legacy that reflects your values. Whether you’re considering a straightforward option – like naming Hope Services as a beneficiary of your life insurance or retirement account – or exploring more personalized giving strategies, legacy gifts can offer financial, tax, and personal benefits. Many of these options are simple to set up and don’t require a will or legal consultation. By planning ahead, you can care for your loved ones while helping to build a stronger future for the individuals and families served by Hope Services.
If you’ve already included Hope Services in your plans, please let us know. Your information will remain confidential, and we respect any desire to remain anonymous. Knowing about your gift helps us honor your intentions and express our gratitude.
Stock Gifts
When you donate appreciated securities (such as publicly traded stocks, closely held stock, bonds, or mutual funds), you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be eligible for a federal income tax charitable deduction based on the fair market value of the securities at the time of transfer.
To make an outright gift of stock:
- Complete this form (includes our accounting information)
- Email form to development@hopeservices.org to help us honor your intentions and express our gratitude, even if it is anonymous
- Provide your broker with the signed copy
Contact Us
We would be happy to speak with you in confidence, with no obligation.
Courtney Barry
Director, Development
Phone: 408-284-2877
Email: development@hopeservices.org
30 Las Colinas Lane
San Jose, CA 95119
Legal Information
Legal name: Hope Services
Legal address: 30 Las Colinas Lane, San Jose, CA 95119
Federal tax ID number: 94-1399287
“Supporting Hope means that we can meaningfully support the wellbeing of people with disabilities and their loving families.”- Mary (pictured with her daughter Laura)
“We make lifestyle adjustments so we can contribute because Hope is much more important than almost any other way that we might spend money. We derive joy from making contributions, and it is deeply gratifying to do so.” - Jeanne and Garth (pictured with their son Rob)
Hope Services Federal Tax ID Number: 94-1399287
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.