Legacy Gifts

Legacy gifts, which can range from naming Hollenbeck Palms in your will or as a beneficiary of a life insurance policy to charitable trusts and gift annuities, will help fulfill our mission. Your financial advisor or attorney can explain your options and each of their benefits and help you make the most suitable decisions.

Gifts of stocks, bonds, or mutual fund shares that have appreciated in value can help donors reduce capital gains and create an immediate income tax deduction based on current market value. We ask that you notify us of your gift or plans so we can thank and acknowledge you properly.

Please complete the following information to identify and process your gift of stock: