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Help Me Help You

This institution is an equal opportunity provider and employer. 

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Partners:

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Benefits Advocacy, BEC, Benefit Enrollment Center, outreach and enrollments, CalFresh, Covered California, SOAR, SSI/SSDI, SSA, Social Security, DIsability, homeless, long beach, spa 8, LA Los Angeles County

Planned Giving

Help us provide path-breaking solutions to end poverty by providing food to those who are hungry, sending skilled laborers to work and providing training or education to the unskilled.    Help us move people from dependence to independence. 

 

 

Make a gift that will have a lasting impact

Thank you for your interest in Help Me Help You and for taking the time to explore the benefits of gift planning. Making a legacy gift allows you to participate in solving our communities' most pressing emerging issues.  With thoughtful planning, you have the power to leave a legacy through your estate, and become an integral part of our future by including a charitable gift in your overall estate or financial plans. With a little planning, you can make a big difference in the lives of the poor and homeless.  Our Legacy supporters are diverse and come from all walks of life. Yet, they have one common interest – the desire to help those who are less fortunate.

Gift Options

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

There are a variety of ways to make a legacy gift

Gifts of Stocks and Bonds - A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying a capital gains tax that would otherwise be due if you sold these assets.
 

Gifts of Retirement Assets - A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.
 

Gifts of Cash - A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year's tax return.
 

 

How to Give

Bequest - You designate our organization as the beneficiary of your asset by will, trust or other instrument.
 

Memorial Giving - All of the ideas discussed on this page can include a tribute to a friend or loved one. Honor a life by a gift with lasting impact.

If you are considering naming Help Me Help You as a beneficiary of your retirement plan, please consult your tax advisor or attorney for full advice on the effect of your gift.

 

 

 

Bequests to Your Favorite Charity

Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.

A bequest to a charity should include the full legal name, city and state of the charity—particularly if there are chapters of a national organization or religious organizations with similar names. An attorney who drafts the will should be certain that he or she has correctly identified the intended charity by legal name, city and state.

 

As a donor, you may choose to leave a specific item or amount to a charity. For example, some friends of charities have left a bequest of land or property adjacent to the campus of the charity. The usual purpose is for the charity to be able to use that property for future additions or expansion.

If you own art or a specific item that may be used by a charity for its exempt purpose, that asset may be a good choice for a specific bequest. Once again, it is important to identify the exact item and the charity by legal name, city and state. Some donors may also choose to list an alternative gift if they leave a specific bequest. If for any reason your estate no longer owns the specific bequest property at your death, you may wish to designate another item or an amount of cash to the charity.

Another option is a specific bequest of an amount of cash. This allows you to know the exact amount that will be transferred from your estate to charity. There is one planning issue to consider with a bequest of a specific amount of cash. If you transfer a specific amount of cash to a charity and your estate is much larger or much smaller than the present value, this bequest to charity may be a larger or smaller part of the estate than you intend. If this is a reasonable prospect, you may wish to leave a percentage of the estate to your favorite charity.

 

Check with your personal attorney, CPA, or investment advisor to name Help Me Help You as a beneficiary of your 401(k), 403(b), IRA or other retirement plan.

 

 

 

Your Will 

The easiest and most common way for most people to make a lasting impact, is by including Help Me Help You in your will.  By having your attorney revise your will or add a simple amendment, you can make a charitable bequest of a dollar amount, specific property, a percentage of your estate, or what remains after providing for other heirs.

 

 For example: "I give (dollar amount or percentage of estate) to Help Me Help You [Tax ID #71-0898124], a California non-profit corporation, to be used for its exempt purposes."  We recommend consulting an attorney when you make or modify a will.

 

Check with your personal attorney, CPA, or investment advisor.   

 

To name Help Me Help You as a beneficiary of your 401(k), 403(b), IRA or other retirement plan, please advise your plan administrator to designate your gift to:

 

Help Me Help You
PO Box 32861
Long Beach, CA 90832

 

Charity ID# 71-0898124

 

 

For more information

Contact the Executive Director at 562-612-5001

Or email info@helpmehelpu.org

We maintain a high level of confidentiality and discretion, and we will not initiate unwanted phone calls, emails or visits.