Legacy Giving
Your legacy can be a path out of homelessness toward housing and health.
Ensure continuing shelter and programs
A legacy gift to Homeward Bound of Marin helps ensure access to safe, supportive and affordable shelter for coming generations.
We are ready to help you develop a personalized strategy to make an impact in sustaining the important work that we’ve started together – critical assistance in times in crisis and award-winning programs to end the scourge of homelessness. Please contact Corry Kanzenberg to learn more about planned giving options.
Success, stability and Innovation
Since 1974, Homeward Bound has grown into the largest provider of services for homeless families and individuals in our community. With your support, we have built a record of success, stability and innovation that lays the foundation for a vital role in the decades to come.
Planned gifts of any size
With a planned gift of any size, you will help secure the future of these essential services for our community. In addition, your gift may provide tax advantages to your heirs. Many avenues exist to meet your planning goals, including a bequest in your will or trust, a gift of retirement assets including appreciated stock, a gift from a donor-advised fund or a charitable trust.
The Legacy Circle
Everyone who makes a planned gift to Homeward Bound of Marin becomes an honored member of The Legacy Circle and enjoys exclusive lifetime privileges, including an invitation to our annual reception. If you have already included Homeward Bound of Marin in your estate plans, we would love to include you!
Helping vulnerable families, seniors, veterans and adults
Every planned gift builds strength for a future that includes shelter and housing services for vulnerable families, seniors, veterans and others in Marin County. Many gift options provide tax advantages for supporters and/or their heirs.
Many ways to give
We offer this overview as information only and encourage all supporters to consult an attorney or tax advisor with their estate plans. Homeward Bound of Marin gratefully accepts legacy gifts in several ways.
Contact our development department
Your legacy gift will be invested through our Homeward Bound Endowment Fund (at your request) or our Board-Designated Reserve Fund for future opportunities and rapid response needs.
While we prefer undesignated gifts to apply to the greatest need, we accept gifts designated to specific programs at Homeward Bound of Marin upon approval of our Board of Directors.
For more information about opportunities for planned giving at Homeward Bound of Marin or our gift acceptance guidelines, please contact our Development Department.
