Planned Giving
Create a Legacy of Hope
IRAs, Wills, Bequests & Trusts
“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
- Appreciate 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.”
Have you already included Mortel HHH in your plans?
If so, we would be honored to know so we can thank you and ensure your gift is used according to your wishes. There is no obligation – simply reach out to info@mortelhhh.org
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
Looking for a financial advisor to help guide you in the process?
We’d be happy to refer you, just reach out!
