Larger Gifts

Gifts of Real Estate and Tangible Property

Gifts are counted at the appraised market value on the date the property (art, coins, jewelry, vehicles, etc.) is transferred to HMRI.

Securities

Gifts of stocks, bonds or other marketable securities allow you to benefit HMRI and lower the taxes that you may owe from the gains on appreciated securities.

Life Insurance

Policies that are fully funded and irrevocably assigned to HMRI will be credited on the cash surrender value.

Bequests

Gifts may be made through a will, trust or retirement plan.

Planned Gifts

Donors can make significant gifts to HMRI while taking advantage of current tax incentives and meeting the future needs of their own families. There are many types of planned giving strategies such as retirement plans, trusts, remainder interest in a personal residence, bequests and annuities.