Estate Gifts & Legacy Giving

Transform Your Commitment to Caring Into an Enduring Inspiration!
It’s Never Too Early to Start Planning Your Personal Legacy

No matter what your age or wealth, there are many options
available to create your own unique legacy.

Bequests      |      Retirement Plans     |      Stocks
Insurance Policies      |      Cash Gifts
Real Estate      |      Charitable Remainder Trusts

Why Consider an Estate Gift to Lifehouse?
Its a lasting way to express your support!

  • You have a loved one who has benefited from our services and you’d like to say thank you or honor someone.
  • Your life has been touched by a person with a developmental disability.
  • You’d like to make an investment in independence, choice and quality of life for everyone in our community.
  • It’s important to you that people with developmental disabilities receive the support they need to lead fulfilling lives.
  • You believe no matter what the disability, goals and dreams can be reached!

Help Provide a Lifetime of SupportLifehouse is unique in its ability to provide support to an individual throughout his or her lifetime. It’s important for us to not only plan for tomorrow, but for decades.Help Protect Our Most Vulnerable
As the cost of living increases and government funding stagnates, we must depend on community support to help ensure the people we serve continue to have access to support services in the future. We Promise to Do the Most Good graphic Help Address a Growing NeedToday 1 in 68 children has been identified with autism spectrum disorder (ASD). As this growing number of children begin to reach adulthood, the need for support services will also increase.

The Future Fund
Lifehouse’s Future Fund was established to support our programs and the people we serve in perpetuity. This endowment fund is critical to our long-term stability and is professionally managed by the Marin Community Foundation (MCF).

We’re Here to Help
We encourage you to contact your financial advisor. However, we are happy to answer any questions you may have. The expert philanthropic planners at our partner Marin Community Foundation (MCF) can also assist you in exploring your options and creating a plan that’s just right for you. View our planned giving brochure here.

 

Nancy Dow Moody                                                                                             Lifehouse, President & CEO                                                                       415.526.5309                                                                       ndmoody@lifehouseagency.org

Dine DeMarlie                                                                                                      Marin Community Foundation                                                                       415.464.2535                                                                                 ddemarlie@marincf.org

The Friends for Life Society
The Friends for Life Society honors those who have demonstrated their commitment to caring by including Lifehouse in their long-range financial or estate plans. We are deeply grateful for these community members whose legacy will enable us to truly deliver on our mission of providing each individual we serve with a lifetime of support.

If You Share Our Vision, Let Us Know
If you have included Lifehouse in your plans, please let us know. We would like to honor you, with your permission, as a member of The Friends for Life Society. Knowledge of your gift will also help us effectively plan for the future. Share your good news by completing the letter of intent form or contact Nancy Dow Moody at (415) 526-5309 or by email.