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.

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.

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 >>.

Dealing with a Problem Asset
This donor couple desires to remain anonymous, so let's call them Tom and Jeanne. Tom and Jeanne Smith were residents of Hillcrest for just one day when Tom came to the office of Hillcrest's Director of Development and Planned Giving, Larry Boles, with a financial problem. More on Dealing with a Problem Asset >>.

The "Gift" in Gift Annuity
Generally, our donor stories use only the donors' names with no details about gift amounts. This story has to be told the other way around... with gift amount and not names. More on The "Gift" in Gift Annuity >>.

A Letter of Encouragement
This letter was given to the Development Department to be used as an encouragement and a challenge to Hillcrest residents, families and friends to consider Hillcrest as a part of their estate plan. More on A Letter of Encouragement >>.

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.