Leave A Legacy

Become A Legacy Creator

Planned giving that will ensure a forever home for our folks and other adults with intellectual and developmental disabilities. 

Charitable Planning

A planned gift to Noah Homes helps precious people like Scotty (pictured left) and his sister Christy. They have lived at Noah Homes for 22 years and are two of many residents who no longer have family. Despite being non-ambulatory, Scotty and Christy live full lives and thrive thanks to the love of staff and volunteers, and the financial support from our community.

Planned gifts can help support our community in a unique way. We are proven financial stewards and are committed to making sure your investment will have a lasting impact. Be a Legacy Creator and ensure the most vulnerable among us have a lifelong home.

If you are interested in learning more about a Planned Gift, contact our Development team here!

A Property Burden Became Monthly Income
Relief for Colette

The burdens of ownership and maintenance of an apartment building were beginning to outweigh the benefits, and Colette Gerard considered selling. At first, it seemed that her profit from the sale would be reduced by approximately $600,000 in taxes and the remaining sale proceeds would yield a monthly income that was quite a bit less than the current rental income.

Faced with this dilemma, Colette looked to Noah Homes and was introduced to a Charitable Remainder Annuity Trust (CRAT), established in conjunction with Noah Homes, that would provide her with substantial benefits. When a CRAT is established, the creator can sell appreciated assets without paying a capital gains tax, receive a charitable tax deduction, and generate income.

Now her monthly income from the funds invested is approximately 20% higher than her prior rental income and she is blessing people through Noah Homes at the same time! 

Saving for Tomorrow While Giving Today

A married couple had a larger than normal income for the current year due to an IRA withdrawal, which created excessive tax liability. Due to the large tax bill, they considered selling stock, but the capital gain would create an additional tax. They had also hoped to use the stock to generate income for their retirement years.

By transferring the stock to a Charitable Remainder Trust (CRT) established for the benefit of Noah Homes, they avoided paying the capital gains tax, invested the entire sale proceeds within the CRT to generate income for their retirement, and received a charitable income tax deduction that was used to greatly reduce the tax liability on the original IRA withdrawal. 

She Gave More Than She Ever Thought She Could

A woman learned about Noah Homes’ mission and began donating household items and gifts in support of the residents. She then came for a tour and was so impressed, she wanted to make a larger gift.

Concerned about taking funds from her savings, she decided to donate $20,000 to Noah Homes as a Charitable Gift Annuity, meaning she receives a partial tax deduction and a lifetime stream of annual income from Noah Homes. Pleased with the outcome, she has since donated an additional $30,000 and continues to bless the residents. 

Create a Lasting Impact

When you join Legacy Creators you will be making a difference in the lives of hundreds of adults with developmental disabilities and their family members. 

Consider the questions to the right:

If any of these topics are of interest to you, or you have further questions, please contact our Development team here. We will be happy to work with you to reach your goals or connect you with an expert. 

Have you considered creative ways to give that involve your estate plan? 

  • Did you know you can consolidate all your regular donations for the next 5 years and take the entire tax deduction this year? 

  • If you own real estate, you probably know you will have to pay nearly 25% tax when selling the property. Would you like to hear about how you can avoid that 25% tax by committing to a 10% gift at the end of your lifetime? 

  • Did you know that you can give your Required Minimum Distributions (RMDs) directly to Noah Homes, avoid the income tax, and get a tax deduction for the gift? 

  • Are you aware that key financial tools (i.e. 401(k), IRA, Life Insurance, etc.) are critical to safeguarding your future? And they can be excellent tools to use in your charitable giving too? 

  • Would you like to learn how to pass on your philanthropic passion to your children and grandchildren?