A Legacy of Hope
“I sponsored Marleny, and she became the first in her family to graduate from high school. This changed not only her life but also the life of her daughter, whom she made sure would go to school. I’ve included Local Hope-Xela AID in my estate plans because I want to help enrich the lives of children in need, just like Marleny, for generations to come.”
— Kathy Burt, Board Member
Leave a Legacy That Lasts: Your Gift Can Change Lives for Generations
Read on, or reach out now to Jim Ehlers at (626) 399-3700.
When you choose to include a gift to Local Hope-Xela AID in your will or trust, you’re doing more than just leaving behind assets — you’re leaving a lasting impact. You are giving future generations the opportunity to thrive, just as Marleny and so many others have done, through the life-changing work of Local Hope.
Without a will or trust, the state decides how your assets are distributed — and unfortunately, it’s rarely in the way you would want. A well-crafted will or trust gives you control, ensuring your legacy reflects your values. It can also allow you to provide for both your family and the children and families served by Local Hope.
Because we are a tax-exempt charity recognized by the IRS, including us in your estate plan can also help reduce your estate taxes, meaning more of your wealth can benefit your loved ones.
How You Can Make a Difference: Simple Wording for Your Will or Trust
- Outright Gift:
“I bequeath to Xela AID Partnerships for Self-Reliance, EIN #45-3658025 (a.k.a. Local Hope), the sum of $________.” - Residual Gift:
“I give, devise, and bequeath to Xela AID Partnerships for Self-Reliance, EIN #45-3658025 (a.k.a. Local Hope), all (or ______%) of the rest, residue, and remainder of my estate.”
Ready to Give in a Smart and Meaningful Way?
Whether you’re considering a gift of stock or a grant from your Donor Advised Fund, we’re here to make the process simple and beneficial for you.
Contact Mel Dinkel at (714) 322-0974 – Mel can walk you through the steps, answer any questions, and help ensure your gift makes the greatest possible impact.
Or, learn more about Stock and DAF contributions.
Other Ways to Create Your Legacy
If you want to continue making a difference even after you’re gone, there are other ways you can leave a lasting legacy:
Life Insurance: A Gift for Future Generations
If you have a life insurance policy you no longer need, you can name Local Hope as the beneficiary. Your gift will help families facing critical needs, continuing your legacy of generosity long after you’re no longer able to give.
Bank & Financial Accounts: Direct Impact, With Flexibility
You can also name Local Hope as a beneficiary on your bank accounts, brokerage accounts, or mutual funds. This allows you to continue using these accounts during your lifetime, while ensuring that any remaining funds will be put to good use, helping to fund the mission you believe in.
Retirement Plans: Secure a Future for Those in Need
Naming Local Hope as a beneficiary on your IRA, 401(k), 403(b), or pension plan ensures your hard-earned savings go toward a cause you care about. Your family will not have to pay taxes on the funds, and as a tax-exempt charity, Local Hope can receive your gift without incurring estate or income taxes. This means the full value of your assets will go directly toward those who need it most.
Take the Next Step Toward a Legacy of Hope
Reach out to Jim Ehlers at (626) 399-3700 and Jim will guide you through every step to make your legacy plan as meaningful and impactful as possible!