Legacy Giving

Keep Making a Difference with a Legacy Gift.


Planned Giving to Boca Helping Hands


Established to ensure the sustainability of our programs, the BHH Endowment Fund diversifies our income, creating a financial safety net that makes it easier to face the ups and downs of the economy and fundraising. Earnings from the Endowment Fund help to support operations, launch new programs, and repair or maintain BHH's current and future facilities. Growing our endowment is one of the most important ways we can ensure that Boca Helping Hands continues reaching a hand out in times of need and offering a hand up to a better life for generations to come. In short, a strong endowment secures BHH's future.


There are numerous methods available to make planned gifts to assist in sustaining Boca Helping Hands' endeavors over the long term. As with any planned gift or issue involving one’s estate, you should seek out the legal and financial advice of a financial advisor or tax professional.


For more information, please contact Steve King, Chief Advancement Officer at (561) 417-0913 ext. 237 or by email.


Boca Helping Hands Legacy Society logo

  • Specific Gifts

    In your Last Will and Testament you may designate the Boca Helping Hands Endowment Fund, Inc. (hereinafter referred to as “the Endowment Fund”) to receive a specific bequest of cash or other liquid assets such as a particular stock or bond, upon your death.

  • Individual Retirement Accounts and Other Retirement Assets

    You may designate Boca Helping Hands as the beneficiary of your Individual Retirement Account (“IRA”) or other retirement assets.  By naming the Endowment Fund as the beneficiary of a tax-deferred retirement account, you can avoid  income and estate taxes on the account at the time of your death.

  • Life Insurance

    To the extent you have an existing insurance policy, or in the event you would like to purchase a new insurance policy, you can name the Endowment Fund as the sole beneficiary or partial beneficiary of the insurance upon your death.

  • Residential Real Estate

    You may retain a life estate in your residence and give the remainder interest to Boca Helping Hands. When you create this type of interest during your life, you receive a charitable deduction in the year the gift is made even though the remainder interest is not received by Boca Helping Hands until your death. The income interest can be for your life, and if married, your spouse’s life as well.

  • Other Real Estate

    You may designate the Endowment Fund to be a recipient at the time of your death of other real estate you own.  The real estate should be readily marketable, without environmental issues, and donated to the Endowment Fund without any debt.

  • Charitable Lead Trust

    This type of trust may be established during your life or at death pursuant to your Will. With a charitable lead trust, a charity is given a certain percentage interest, for example five percent (5%) of the principal of the trust to be paid out annually over a number of years and at the conclusion of the term of the trust, the balance of the trust assets are distributed to the remainder beneficiaries named in the trust document. If a charitable lead trust is created during your life, you will receive an income tax deduction upon its creation. If a charitable lead trust is created at death, you will receive an estate tax deduction. Many individuals use charitable trusts in conjunction with their estate plan.

  • Charitable Remainder Trust

    The charitable remainder trust is the reverse of a charitable lead trust. You can retain a percentage of interest on the principal balance to be paid to you or another individual for certain number of years or for life. If life interest is chosen then upon your death or the death of the named individual, the property will pass to a charity. Similar to the charitable lead trust, this trust may be created during your life with a resulting income tax deduction or at death with a resulting estate tax deduction. If created at death, you may give one or more individuals an income stream from the property for a certain number of years or for life, with the remainder passing to the Endowment Fund.