PLANNED GIVING
LEAVE A LASTING LEGACY
LEAVE A LASTING LEGACY
What is Planned Giving?
Planned giving — also called legacy giving — allows donors to make a meaningful charitable contribution as part of their long-term financial or estate planning. Unlike a typical donation, planned gifts are often arranged in advance and take effect at a future date, ensuring that your values outlive your lifetime.
A planned gift to The Source of Hope helps us build long-term stability so we can continue serving families, veterans, seniors, and students across the Dallas–Fort Worth community for generations to come.
Through vehicles such as wills, trusts, retirement account beneficiary designations, and life insurance policies, anyone — regardless of income — can become a philanthropist and leave a transformational impact on the causes they love most.
PLANNED GIVING
Frequently Asked Questions
What is planned giving?
Planned giving is a way to support The Source of Hope through a future gift, often as part of your overall financial or estate plans. This can include a gift in your will, trust, retirement account, or life insurance policy.
Do I need to be wealthy to make a planned gift?
No. Planned giving is not only for wealthy individuals. Many supporters choose to leave a meaningful future gift of any size as a way to reflect their values and make a lasting difference.
What types of planned gifts are most common?
- A gift through your will or living trust
- A beneficiary designation on a retirement account
- A beneficiary designation on a life insurance policy
- Other charitable giving arrangements that fit your goals
Can I support The Source of Hope and still take care of my family?
Yes. A planned gift is often a way to care for both your loved ones and the causes you value. Many supporters choose a gift option that allows them to provide for family first while also leaving a legacy of hope.
Do I need an attorney or financial advisor?
In many cases, it is helpful to speak with your attorney, financial advisor, or estate planning professional to make sure your wishes are clearly documented. They can help you choose the giving option that best fits your personal goals.
Can I make a planned gift if I already give annually?
Absolutely. Many of our most faithful supporters continue their regular giving while also choosing to make a planned gift as part of their long-term legacy.
How will my planned gift make an impact?
Your gift can help strengthen the future of The Source of Hope and support our mission for years to come. Planned gifts help create lasting impact for the individuals, families, and communities we serve.
How do I let you know if I have included The Source of Hope in my plans?
We would be honored to know about your intentions so we can thank you and ensure your gift is used in alignment with your wishes. You can reach out to our team directly to start a confidential conversation.
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Express Your Interest
Ready to explore how a planned gift can make a lasting impact? Fill out the form below and we'll guide you through the next steps.