Planned Giving

Legacy Gifts
Planning a Gift to Homewood

RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

The following pages will offer ideas as to how you can be a partner in providing compassionate, professional and caring service in order to enhance the quality of life for residents, clients and co-workers. Legacy giving provides the resources necessary to sustain excellence and preserve the future of Homewood.

There are as many different ways to support Homewood as there are needs for your support. Planning a gift is more than just finding a need. There are many factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider A Quick Guide to Legacy Gifts and Factors in Planning. If you have questions concerning our policies regarding accepting gifts, you can access our Gift Acceptance Policy.

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found the means to offer support to the charities and causes that are important to them. Just click on the links below.


Types of Gifts
Assets to Consider
Bequests in Wills and Trusts  
Charitable Gift Annuities Retirement Assets
Deferred Charitable Gift Annuities Appreciated Stock
Charitable Remainder Trusts Real Estate
Retained Life Estate Life Insurance
Charitable Lead Trusts Tangible Personal Property
Bargain Sales  

If you have already included Homewood in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageJoin our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).


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You can find additional information with our frequently asked questions, glossary, and the site map.

For more information or a confidential discussion of your charitable options, please email or call the Vice President of Funds Development, Thomas B. Riford, at (301) 223-1434.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Homewood Retirement Centers and is owned by Future Focus. Please report any problems to section webmaster.

Gifts to Homewood are tax deductible to the extent of the law and all donor information is kept confidential.