Help support adults with disabilities through their lifetime at Homesteads for Hope.

A planned gift gives you the opportunity to:

Provide support for yourself and your loved ones during and after your lifetime and reduce income taxes, capital gains taxes, and estate taxes.

You can contact:
David Palermo, Board Member
palermodavid13@gmail.com‍ ‍585-272-0088

One of the fastest-growing vehicles for philanthropic giving are Donor Advised Funds (DAF).‍ ‍

Do you have a Donor Advised Fund at a financial-services firm such as Vanguard or Schwab?

You can recommend gifts from those funds to Homesteads for Hope, Inc.

Many people give appreciated securities as a way to both save lives and avoid capital gains taxes.

To quickly and conveniently donate securities, contact your brokerage firm or financial adviser and:

• Determine the amount of securities you’d like to donate.

• Provide your broker with the routing information:

Brokerage firm: E-Trade by Morgan Stanley

• Account name: Homesteads for Hope, Inc.

• Account number: 299 414885

• DTC number: 0015

• Federal Tax ID number: 46-2731613

Contact Homesteads for Hope for a donation receipt. Brokerage firms do not include the name of the donor when transferring securities.

People who are age 70 ½ or older can contribute up to $114,000 ($222,000+ for married couples) from their IRA directly to a charity, like Homesteads for Hope, and avoid paying income taxes on the distribution.

The gift must be directly routed from your Individual Retirement Account (IRA) to Homesteads for Hope. This unique gift structure also allows you to satisfy the Required Minimum Distribution (RMD) without claiming it as income.

How it works:‍ ‍

• You must be 70½ or older at the time the gift is made.

• Request a direct transfer of funds from your IRA plan custodian to Homesteads for Hope to qualify as a tax-free gift.

• Provide your plan custodian with the following routing information:

  • Account Name: Homesteads for Hope, Inc.

  • Nonprofit Tax ID Number: 46-2731613

Funds held in other plans such as a 401(k) or 403(b) plan are not eligible but may be rolled over to a standard IRA and then be used for a tax-free gift to charity.

Plan custodians do not always identify the donor, so please notify Homesteads for Hope when you donate so your gift can be matched to you when it arrives.

Homesteads for Hope accepts various types of non-cash, in-kind donations, such as vehicles, stock, gift cards, real estate, construction services, etc.

Contact: Nora Venezky
Development Director Nora@HomesteadsforHope.org to make arrangements for your non-cash donation.

Remembering Homesteads for Hope in your will is easy. You may leave a percentage or specify the dollar amount.

• Simply advise your attorney to include an estate gift specifically to “Homesteads for Hope, Inc.” in your will.

Many employers will match your gift through an Employer Matching Program.

Check with your employer to see if they are one of hundreds of companies participating in these matching programs.

Through the United Way of Rochester - you can designate a portion of your paycheck to Homesteads for Hope -

Find us in the Directory #3352

SEFA: State Employees Federal Appeal is the most efficient way to give as a New York State employee.

With SEFA, you don't have to write multiple checks to multiple organizations throughout the year.

You can donate either by providing a one-time donation or by choosing a payroll deduction. Homesteads for Hope is proud to be an approved charity.