Legacy giving

Legacy gifts provide vital support to HALO's work. They help us to protect vulnerable children and create safe spaces for future generations. Legacy giving offers a flexible way to support us and may provide tax benefits for you.

There are a few different ways you can make saving lives part of your legacy, including:

• Donate in your will
• Charitable gift annuity
• Beneficiary designation

We're grateful for every gift, however large or small, as they all make a difference.

It's easy to add a legacy gift for HALO to your will. You just need to include a sentence outlining your wishes, like this example:

“After taking care of all expenses, debts and other provisions, I give, devise and bequeath ___% of the rest and residue [or $___ if a specific amount] to The HALO Trust USA, a District of Columbia-based nonprofit corporation [Tax ID# 52-2158152] currently located at 1730 Rhode Island Avenue NW, Suite 206, Washington, DC 20036.”

A great way to make a significant legacy donation, is to transfer your assets into a charitable gift annuity. This enables you to pledge a large sum to The HALO Trust, while receiving a fixed income on that money for life.

A charitable gift annuity also offers a variety of tax benefits.

Another popular way to donate is to make HALO a beneficiary on one of your assets, for instance: 

• IRAs and retirement plans
• Life insurance policies
• Donor advised funds
• Commercial annuities

To set this up, follow these steps:

• Contact your plan or asset administrator to request a change of beneficiary form
• Designate The HALO Trust USA as a beneficiary
• Decide the percentage you would like us to receive
• Return the form to your administrator
• Let us know about your decision

To learn more about legacy giving, contact diana.tatili@halousa.org 

If you've already included HALO in your legacy arrangements, we'd love you to let us know so we can thank you for your generosity.