We understand that the decision to leave a gift through your will or estate plan is a personal one. Planned gifts are typically made from assets in your estate and may come to fruition after your lifetime. With a planned gift, you can support the future of Ronald McDonald House Charities Greater Houston without sacrificing the financial needs of your family and loved ones.
Planned gifts directly impact the endowment, which secures the future of RMHC Greater Houston in perpetuity.
All individuals naming RMHC Greater Houston in their estate plans will be enrolled in the Legacy of the Heart Society and receive the following:
If you have already included RMHC Greater Houston in your estate plan, we encourage you to let us know so that we may honor you accordingly and fulfill your gift exactly as you intended.
Information you share will be kept confidential and we respect any desire to remain anonymous.
Leave a gift of assets by naming RMHC Greater Houston as a beneficiary in your will or your revocable living trust. You can amend your will with a codicil, so the will does not have to be rewritten. You retain the flexibility to change your plans if unexpected circumstances arise.
You can designate RMHC Greater Houston as a transfer on death (TOD) beneficiary on your brokerage or investment account. Gift stock to RMHC Greater Houston with appreciated value and you may receive a tax deduction for the full market value of your donation, avoiding capital gains upon transfer.
Consider designating RMHC Greater Houston as a beneficiary of a percentage of your retirement plan assets. If you are 70 or older, you may be able to support our mission and receive tax benefits in return. Please check with your tax advisor for specific details.
This trust allows you to receive a tax deduction upon funding the trust while retaining an annual income stream from the assets placed in the trust. After your lifetime, the trust balance goes to the charities of your choice.
A donor-advised fund offers a tax-efficient and flexible way to manage charitable giving, both during life and through bequests. By incorporating a DAF into an estate plan, donors can ensure their philanthropic vision continues to make an impact for generations.
By naming RMHC Greater Houston as the beneficiary of a new or existing life insurance policy, you may be able to make a larger gift than you imagined. You can also transfer policy ownership to RMHC Greater Houston and receive an added benefit of a tax credit for the cash surrender value, and your premium becomes tax deductible.
Let us know how we can support your planned giving journey—whether you’ve already included Ronald McDonald House Greater Houston in your estate plans, are considering a gift, or want to join our Legacy of the Heart Society.
Tax ID #: 74-1984499
Our Planned Giving team would be happy to answer your questions and speak with you in confidence, with no pressure and no obligation. legacy@rmhchouston.org
If you have any questions or would like to discuss in further detail, please contact us at legacy@rmhchouston.org
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