Planned Giving

Planned giving is a great way to support Refuge of Hope’s mission and can offer significant tax benefits. Here are some ideas you can discuss with your financial planner or tax consultant.

Planned gifts that can help now:

Gifts of securities
Gifts of real property
Charitable Lead Trust
Charitable IRA Rollover

Planned gifts that can help later:

Wills and trusts
Gifts of Insurance
Remainders from Qualified Retirement Plans

If you have questions about how you can support Refuge of Hope through planned giving, talk with your financial advisor and contact Jo Ann Carpenter at (330) 453-1785 or jcarpenter@refugeofhope.org.

Did You Know?

The Charitable IRA Rollover allows individuals age 70½ and older to make direct transfers of up to $100,000 per year from individual retirement accounts to qualified charities without having to count the transfers as income for federal tax purposes. Since no tax is incurred on the withdrawal, gifts do not qualify for an income tax charitable deduction, but are eligible to be counted toward an individual’s minimum required distribution. Contact your financial advisor for the most current changes from the IRS regarding the IRA rollover.

Corporate Sponsorship Opportunities

Refuge of Hope actively seeks business and corporate partnerships for funding, events sponsorships, and group volunteer projects. To host a fundraiser to benefit Refuge of Hope, schedule a tour of our facility, or invite a speaker to visit your business, church, or organization contact Jo Ann Carpenter at 330-453-1785 or carpenter@refugeofhope.org.

Matching Employee Contributions

We continually need to raise financial funds for our yearly budget. Companies can help by matching the contributions their employees make to charities. To add Refuge of Hope to your current Match Program or to start a Match Program through your organization, please contact Julie Moldvay at jmoldvay@refugeofhope.org.

Church Partnership Opportunities

Many churches sponsor Refuge of Hope through their missions giving at church. This is a blessing to families who need meals and shelter, as well as a way to share the message of Christ’s love for them. Local churches have also sent transportation for the men residing in our shelter to attend their church on Sunday. Some men’s groups host Bible Study. Prayer partners are welcome during meals to pray one on one with dinner guests.

If you are interested in becoming a Liaison between Refuge of Hope and your church, please contact Jo Ann Carpenter at 330-453-1785 or jcarpenter@refugeofhope.org.

To learn more about Planned Giving, contact:

Jo Ann Carpenter
330.453.1785
jcarpenter@refugeofhope.org