Circle Of Hope

The Circle of Hope recognizes donors who make planned or estate gifts to HCS. This list includes individuals who have advised us of their intent to support HCS through their estate or financial plan. Circle members are recognized in perpetuity with a leaf on the Legacy Giving Tree and in the HCS Annual Report. Circle membership also includes invitations to special events throughout the year.

Stephen Curtin

Barbara Duckett

Audrey Hadcock

Megan B. Kidder

Ilona W. Kwiecien

Carolyn Loos

Betsey A. McPeake

Allen Mendelson

Ellen Mendelson

William Moyle

John C. Norton

Allan R. Saari

Sareen Sarna

Charbel Semaan

Allen L. Smith

Jeanie M. Sy

In Memoriam

We are grateful to these generous donors whose planned and estate gifts continue to support the work of HCS today.

Lewis T. Batt Jr. Family Trust

O. Miriam Bednar

Jeanne B. Eaton Trust

Elizabeth Fissette

David A. Glynn

Jane R. Green

Helen F. Hazelton Trust

Norma Hemphill

Theodore Hoffman

E. Allen Holbrook

Robert & Liesbeth V. Hook

Oliver & Dorothy P. Hubbard

Robert P. Hubbard

Iola & Leslie Hubbard Fund

Ira & Gertrude Hubbard Memorial

Hubbard Farms Charitable Foundation

Johnson Family Fund

Ruth Kelom

Frederick P. Koallick

Mary I. Laberge

Olive M. Labrie

Charles B. Loos

Edith Mulliner

Frederick Norris

Dorothy & Walter Peterson

Eleanor Proudman

Nancy P. Shea Trust

Walter Sy

Catherine Weathers

Weston V. Wilbur Jr.

Barbara W. Wilson Trust

Dixie W. Wonders Trust

When you support HCS in your estate planning, HCS thanks Circle of Hope Society Members with:

  • HCS Living Legacy Tree — an Engraved Leaf with Your Name
  • Annual Meeting Reserved Seats for Two
  • Lunch with the CEO and Board Chair
  • Monthly Development Meeting Invite
  • Personal Copy of the Printed Annual Report
  • Your Choice of Butterflies, Garden Stone, or Poinsettia

Frequently Asked Questions about Planned Giving for HCS

What is Planned Giving?

Planned Giving is an umbrella term for using one’s estate and other financial arrangements to make a significant charitable gift to support Home Healthcare, Hospice and Community Services (HCS). Such gifts can provide immediate support or be used to provide continuing support for HCS in perpetuity.

There are several ways for you to make a planned gift. The simplest option is to make a bequest provision of some type in your will. You may do this easily in consultation with your attorney or by using freewill.com. HCS accepts general (unrestricted), specific, residual, and contingent bequests. You may also
consider naming HCS as beneficiary of a life insurance policy or retirement assets.

You may also utilize other planned giving vehicles, such as: a charitable remainder trust, a charitable lead trust, or by funding an irrevocable trust to benefit HCS. Each of these options offers different advantages, depending on the donor’s financial and tax circumstances.

Proceeds from estate and planned gifts can be left unrestricted or can be used to support a particular program of HCS, and for any number of other possibilities in support of HCS’ caring mission.

HCS staff are happy to discuss areas of need that you may wish to consider, but if you are planning to make any kind of significant gift, please consult your tax or financial advisors.

The Circle of Hope recognizes donors who make planned or estate gifts to HCS. This list includes individuals who have advised us of their intent to support HCS through their estate or financial plan. Circle members are recognized in perpetuity with a leaf on the Legacy Giving Tree and in the HCS Annual Report. Circle membership also includes invitations to special events throughout the year.

HCS plays an essential role in the health of our community and has always endeavored to provide the care that was necessary, even though it might not be covered by government programs or by insurance. Planned Giving provides resources to HCS that allows us flexibility to innovate in changing times and to continue to be a vital and vibrant agency committed to serving all who need care. Invest in HCS as we support your friends and neighbors to maintain their safety and independence at home.

HCS provides the following essential services:

  • Home Healthcare
  • Hospice at HCS
  • Meals on Wheels
  • Healthy Starts at HCS
  • Castle Center for Life Enrichment
  • Palliative Care
  • Skilled Nursing
  • Physical & Occupational Therapies
  • Social Work
  • Home Health Aides
  • Home Support Providers
  • Wellness Foot Clinics
  • Memory Care at Home Respite
  • Public and Medical Transportation

With a specific bequest, a donor leaves a specific item to Home Healthcare, Hospice and Community Services. For example, “I give and bequeath to Home Healthcare, Hospice and Community Services my vehicle or real estate for its general uses and purposes.”

With a general bequest, a donor leaves all or some portion of the estate to HCS. For example, “I give and bequeath to Home Healthcare, Hospice and Community Services the sum of $10,000 cash for its general uses and purposes.”

With a residual bequest, a donor leaves all or a portion of the estate after other provisions have been satisfied. For example, “After my primary intentions set forth above have been satisfied, I give and bequeath to Home Healthcare, Hospice and Community Services 10 percent of the residual (if any).”

With a contingent bequest, the donor leaves all or a portion of the estate if for some reason his/her primary intentions cannot be satisfied. For example, “I give and bequeath to my spouse 100 percent of my estate, or should she/he predecease me, 10 percent to Home Healthcare, Hospice and Community Services.

In most cases, the benefit for HCS is usually realized after the death of the donor or last surviving income beneficiary. Planned Giving is an opportunity to ensure your continuing support for Home Healthcare, Hospice and Community Services. For example, leaving a $10,000 bequest to Home Healthcare, Hospice and Community Services effectively guarantees your annual giving forever.

HCS receives bequests with the distribution of a donor’s estate following the donor’s death. For example: You may consult with an attorney and decide to include in your will a bequest of $10,000 to Home Healthcare, Hospice and Community Services to be used for Meals on Wheels. By making this $10,000 bequest provision, you:

—Make a major gift for the benefit of HCS

—Make certain that your wishes regarding the distribution of your estate be followed.

—Reduce your taxable estate.

A donor and HCS should agree on the purpose of the bequest before the bequest provision is added to the will and the bequest provision in the will should specify HCS’s use of the bequest.

Everyone should have a will—whether a person wants to make a charitable gift by bequest or not. A valid will protects your wishes (and your heirs). If you already have a will, a codicil or addition may be added very simply by consulting with your attorney or using freewill.com

Yes! With a gift of a life insurance policy, a donor gives the cash value of a policy or directs the death benefit to HCS. For example, no longer needing the protection of a paid-up $25,000 life insurance policy, the Smiths transfer ownership of the policy to Home Healthcare, Hospice and Community Services.

Other Planned Giving Vehicles include charitable remainder trusts, charitable lead trusts, irrevocable trusts, retirement benefits, and pooled income funds. Each vehicle offers different advantages, depending on each donor’s financial and tax circumstances. Anyone who wishes more information on these types of gifts should contact the HCS Development Department.

  • Hospice Team
  • Memory Care at Home

More questions about Planned Giving or ready to make a gift?

Contact the HCS Development Department!

603-352-2253

ssarna@hcsservices.org