Planned Giving Home

Welcome to Hillcrest Planned Giving

Thank you for your interest in Hillcrest. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Hillcrest who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

HILLCREST
Good Samaritan Dinner
netted $66,644
for residents who have outlived
their financial resources.
To all who participated:
THANK YOU!

Wills Guide

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IRA Gift Video

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Benefits For Your Family and Hillcrest

There are several types of plans. Many of these have wonderful benefits for the gift donors, like increased income and generous tax savings. We invite you to meet some of Hillcrest's friends who have discovered how planned giving is a win-win opportunity for them. Just click on the picture and you can view each story.

They Inherited a CD
Imogene Hanawalt and Ora Lea Bowers are sisters. Their mother, Blanche Porter, was a resident at Hillcrest for nine years, and lived at Woods Health Services for three. More on They Inherited a CD >>.

Resurrect Your Savings Bonds!
This donor, a longtime Hillcrest resident wishes to remain anonymous, so we will call her Wilma Johnson. Wilma discovered something that surprised her about her U.S. Savings Bonds. More on Resurrect Your Savings Bonds! >>.

Pay the Taxes... or Make a Gift?
This is a real story about a real Hillcrest couple. They have asked to remain anonymous, so we will call them John and Mary Jones. More on Pay the Taxes... or Make a Gift? >>.

Too Good to Be True
If something seems too good to be true... it usually is. But not always. This long time Hillcrest resident, whom we will call Mary Donor, discovered that she could get more from her investment if she gave it away than if she kept it. More on Too Good to Be True >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Larry G. Boles
Director of Development and Planned Giving

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lboles@livingathillcrest.org.

If you are a professional advisor, you may take the following steps on this site.