Ways To Give - Hearts of Learning, Inc.

--- Helping around the world

MAKE SOMEONE’S LIFE BY

GIVING OF YOURS.

--- Helping around the world

MAKE SOMEONE’S LIFE BY

GIVING OF YOURS.

--- Helping around the world

MAKE SOMEONE’S LIFE BY

GIVING OF YOURS.

Previous slide

Next slide

OUT RIGHT GIFTS

When you make an outright gift to Hearts of Learning, your contribution can be put to work immediately — either providing funding for current causes / programs or creating a reliable source of future income by expanding our ability to. Cash Gifts The simplest and easiest gifts you can make — can be made through credit/debit card transactions , outright cash, or personal checks, cashier’s checks, or money orders made payable to the Hearts of Learning. Gifts of appreciated securities, stocks, and bonds – also provide considerable tax advantages when transferred to Hearts of Learning before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale. Gifts Of Real Estate Including personal residences, second homes, income property, and vacant land can offer a wide variety of tax and other benefits. Gifts Of Personal Property Including rare books, works of art, valuable collectibles, and tangible items of demonstrable value — in some cases may enable you to make a significant gift to support the school with outstanding tax benefits to you. Likewise, gifts of intangible personal property, such as copyrights, patents, and mineral rights, can generate income for the program of your choice on a continuing basis. Matching-Gift Programs An easy way to double or even triple your donation to Hearts of Learning is to find out if your company has a matching-gift program. Such programs typically match all or a percentage of employee contributions to charitable organizations. Simply obtain a matching-gift form from your employer’s personnel office and return it completed to Hearts of Learning. Gift Pledges A formal statement of intention to make a gift to Hearts of Learning. With a pledge, you may complete your gift by making regular payments over time, allowing you to give more generously than you originally may have considered. What is more, each payment on your pledge is eligible for an income-tax charitable deduction.

Planned Gifts

When you plan a gift as part of your overall estate and financial plans, you will help provide a strong foundation for the future of our children. Your contribution could be applied for substantial tax and financial benefits. Please consult your attorney or tax advisor for additional information how to include Hearts of Learning in your estate. We know that making a difference is important to you. Charitable giving is an important part of your life and your core values. Like many people, you’d like to know that the causes and organizations you care about today will continue to thrive in the future. Leaving a legacy – through a planned gift – will help ensure that a Hearts of Learning will be able to continue to close the gap of learning poverty for under privileged and impoverished children for generations to come. In addition to supporting the mission of Hearts of Learning through cash donations, consider making a planned gift. What is Planned Giving? Planned giving is a win-win approach to philanthropic donations that supports Hearts of Learning and can benefit you and your family now or in the future. Simply put, “planned giving” is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences and are generally transferred via a will or other written means. • It’s easy. Planned giving is easy to do and you don’t have to be wealthy to do it. Whether it is naming Hearts of Learning, your church, or your favorite charity in your will or trust for a modest amount, or a gift of house and property, there is an easy option that is right for you. Our colleagues at the California Community Foundation, and our friends in the financial industry, have all the latest information. • It can involve assets you might never think of. A life insurance policy. Real estate. Stocks. Business holdings. A checking or savings account. These are all assets that can be leveraged in planned gifts. • It can generate an income stream. In return for the donation of real estate, stocks or other assets, donors can receive a series of regular payments, or realize other benefits. For example, you or your children can live in a house for their entire lives and the property transfers at the time of your passing. • It can provide generous tax benefits. Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit. Be sure to consult with your financial or estate planner for more specifics. • It can work in tandem with other family priorities. Planned giving is not an “ all or nothing” option. Gifts can exist side-by-side with other beneficiaries and personal priorities. • It is long remembered. Designating a planned gift automatically makes you a member of the Hearts of Learning Legacy Society. Legacy society members receive immediate recognition in publications and receive invitations to special events. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. Consult with your financial adviser or estate planner today! Is Hearts of Learning named in your will? This is the easiest way to play your part in ensuring a future of Hearts of Learnings mission for decades to come. If you have done so or would like to know how, contact us today!

Stocks

Make a Stock Gift and Save on Taxes A cash gift is not the only way to help fund Hearts of Learning —you can also give stocks or other appreciated securities like mutual funds. Stock donations may give you additional financial benefits: Taxes Stocks that have increased in value may give you a bigger deduction without raising your capital gains taxes: If you donate stock that you have owned for more than one year and it increased in value, you won’t pay capital gains tax on the increased value. However, your charitable income tax deduction would still increase—it equals the stock’s fair market value at the time of your gift. Fees You may avoid brokerage fees since you are transferring ownership instead of selling the stock. Ask your tax or financial advisor for more information on tax benefits. To Give Stock Your financial advisor can tell you how to give stocks or mutual funds to Hearts of Learning, Inc. using electronic transfer. For information regarding Hearts of Learning, please email [email protected], call 714.584.9111 or write to: Hearts of Learning, Inc. Attention: Stock Donations 17901 Pioneer Blvd. STE L #140 Artesia, CA, 90701 , U.S.A. The tax-deductible value of your gift is the average share price on the date of your gift multiplied by the number of shares you give. Hearts of Learning liquidates all donated securities as soon as possible. The date of your gift is the date when Hearts of Learning’s account receives your electronic transfer. Hearts of Learning, Inc., is recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code. EIN: 85-1742221

Social network

OUT RIGHT GIFTS

Planned Gifts

Stocks

NEW HIGHLIGHTS