“The cycle of life revolves around the balance of giving and receiving. Once one tastes the blessing of being helped, one must reciprocate in due time.” – Dr. Rodrigue Mortel, Founder

 

Why consider a planned gift?

Thinking ahead isn’t always easy, but it can be a beautiful way to continue your generosity into the future. By including the Mortel High Hopes for Haiti Foundation in your long-term plans, you help ensure that children in Haiti continue to learn, grow, and dream for years to come. Your gift, no matter the size, becomes part of a legacy that changes lives for generations.

Making a difference is easier than you think

Planned giving is often much simpler than people expect. You can include the Mortel High Hopes for Haiti Foundation in your retirement plan, will or trust, or through a life insurance policy. These choices let your support continue well into the future and may also offer tax benefits. Your advisor can guide you through the option that fits best for you. If you select to include the Mortel High Hopes for Haiti Foundation in your plans, your advisor will need the following EIN 23-2875876.

“Together, we are giving the poorest of the poor in Haiti a chance to learn, dream, and rise above their circumstances. Your support keeps this mission alive and I am truly thankful.” – Denise Mortel Mitchell, President

WHAT YOU CAN DO NOW…

• Annual IRA or Retirement Plan Distribution – Contribute some or all of your annual distribution to the Mortel HHH Foundation
• Appreciated Stock Donation – Donate shares to Mortel HHH and bypass capital gains taxes

WHAT YOU CAN PLAN FOR…

• Bequest in your Will or Trust – Designate a specific amount, percentage, or residual of your estate to Mortel HHH (see example below)
• Life Insurance Policy – Designate Mortel HHH as a beneficiary of an existing or new policy
• Charitable Trusts – Establish a charitable remainder or lead trust to support Mortel HHH while meeting your financial goals

Sample bequest language:

“I give and bequeath to the Mortel High Hopes for Haiti Foundation, a nonprofit organization with federal tax ID number 23-2875876, currently located at PO Box 405, Hershey, PA 17033, _____________ [specific dollar amount, percentage of estate, or description of asset] for its unrestricted use and purpose.”

Interested in learning more or unsure of next steps?

Here is some helpful information, or feel free to reach out to us at info@mortelhhh.org

If you intend to make or update your will to include the Mortel HHH Foundation, your advisor may need the following information:

• Legal Name: Mortel High Hopes for Haiti Foundation
• Federal Tax ID (EIN): 23-2875876
• Address: PO Box 405, Hershey, PA 17033

Looking for a financial advisor to help guide you in the process?

We’d be happy to refer you, just reach out!