WELCOME TO HOPE MINISTRIES TEMPORARY ESTATE AND LEGACY PLANNING WEBPAGE

 

Welcome to our temporary LEGACY PLANNING page while we complete revisions and launch a new comprehensive site this fall when our entire Hope Ministries new website is introduced. 

 

In the meantime, for over 102 years, Hope Ministries has been tending to the needs of homeless men, women and children in our community. We do not seek nor do we accept any funding from government sources. Therefore as a 100% privately funded ministry, we rely solely on the generosity of individuals who faithfully and consistently sustain this critical ministry with their financial support during their lifetime.

 

Many people give generously during their lifetimes by making gifts to their favorite charitable causes. But many do not consider the possibility of including these organizations in their will or estate plan. After all, the need for your support will be no less the day you die. 

 

We are blessed to witness the growing number of donors who are thoughtfully considering ways to perpetuate their current financial giving to Hope Ministries beyond their lifetime. In so doing, they are sending more than money to the next generation – they are sending a message. They are passing on a stewardship message that organizations they've supported during their lifetime are also worthy of being remembered in their estate and legacy planning.

 

REMEMBERING HOPE MINISTRIES IN YOUR WILL

Remembering Hope Ministries in your will or estate plan will help perpetuate your support beyond your lifetime. Your charitable bequest will help us continue our outreach to homeless and hungry men, women and children — the good work you've been supporting all along. 

 

This sort of advance planning allows you to preserve and pass on your values. You will be remembered for what you gave rather than what you had. 

 

Estate & Legacy planning involves more than sending money to the next generation — it's about sending a message.

 

We encourage you to use the wording that follows when including Hope Ministries in your will.

 

Thank you for your consideration!

 

SAMPLE WORDING FOR YOUR ATTORNEY

"I, [Full Name], of [City, State, Zip], give, devise and bequeath [state the amount or percentage of the estate or description of the property] and the rest, residue and remainder of my estate, both real and personal, to Hope Ministries in Des Moines, Iowa, tax ID# 42-1512992 for its unrestricted use and purpose."

 

Your estate gift to Hope Ministries can be directed to general operating fund or to the Hope Iowa Endowment Fund or split between the two funds.  Request our STATEMENT OF INTENT form for documentation.

 

HOPE MINISTRIES’ ARTICLES - https://hopeiowa.giftlegacy.com/?pageID=1001

 

I DIDN'T EXPECT THAT

 

Kathleen Finkenauer wasn't sure what to expect when she first put in a call to request a home visit from a representative of Hope Ministries to discuss her estate and legacy planning. 

 

"As I reflect back I didn't expect the thoroughness or the networking and coordination with my professional advisors or the follow through. And to top it off I never expected to receive a three ring binder and assistance in organizing my important documents."

"I knew I wanted to include several charities in my will/trust but what I didn't expect was that they would assist me with that as well."

"I was pleasantly surprised by the whole process. I now have peace of mind knowing that my estate plans are finally in order." "If only people knew how helpful this free service is, more people would surely take advantage of it."
 

 

As an organization Hope Ministries' has three core values. The second core value is, We are Stewards of God's Resources. One way we fulfill that is by providing this valuable planning service to our donors to assist them in the stewardship of their accumulated assets. 

 

For more information about our estate and legacy planning services or to set up an appointment contact David Burrier (515) 265-7272 or email dburrier@hopeiowa.org.

 

 

I FINALLY HAVE PEACE OF MIND – BY SHANNON SHEPHERD

 

Legacy planning and estate distribution decisions were certainly NOT on my list of weekly chores like vacuuming and laundry nor was it on my bucket list. What can I say other than I just kind of buried my head in the sand and thought, "I'll get to it eventually." For me, the challenge was how to get started so...like many people, I put it off.

 

I decided to attend one of Hope Ministries' free education forums where I sat in on several helpful presentations. The timing was right for me and it provided the motivation I needed to begin addressing my "end of life" planning. The problem was "where do I start?" It all seemed a bit overwhelming.

 

I was fortunate to meet David Burrier at the event. He is the director of estate & legacy planning at Hope Ministries. What followed was life changing. The personal guidance and services he provided were invaluable and his simple step-by-step process made it all less daunting. 

 

I finally have peace of mind knowing that I have been a good steward of God's blessings by having my personal bequests, end of life care and charitable gifting now officially documented in my last will and testament. 

 

I encourage you to take advantage of this free service by contacting David at (515) 265-7272 ext. 1003 or email at dburrier@hopeiowa.org.

 

 

HELEN IS STILL MAKING A DIFFERENCE

 

Helen Cook was a long-time faithful and consistent donor to Hope Ministries. She passed away in December 2014, but she's still helping to feed and shelter the homeless and hungry members of our community. How is that possible? Helen did some advance estate and legacy planning because she understood that her giving would be no less the day she died. We thank God for the memory of Helen and for her most generous and thoughtful bequest of $50,000 we received in September 2015 which will be used for special needs within our ministry. Information regarding estate and legacy planning can be found on our website at the following link: LEGACY PLANNING.

 

Presenting the check are executives from the Iowa State Bank and representatives from their Trust Department. Accepting the check is Kathy Coady — Director of Development & Community Relations for Hope Ministries.

 

I DIDN'T KNOW I COULD DO THAT

By David L. Burrier – director of estate & legacy planning

 

"I didn't know I could do that" is a statement that I often hear from donors as I help them with their estate & legacy planning – even people who tell me all their planning is in place. One thing I enjoy doing is introducing planning strategies. For example, I received a call from a donor who let me know she was giving her house to our ministry through her will. I introduced her to the concept of a LIFE ESTATE. She didn't know she could give her house now and still live in it and reap the tax and other benefits while she is still living. 

 

For more information about LIFE ESTATE click on this link: http://hopeiowa.giftlegacy.com/?pageID=7

 

Gifting appreciated assets is another thing that more people are taking advantage of especially when they find out about the unique tax benefits when they convert the asset into a guaranteed life-time income.

 

For more information click on this link: http://hopeiowa.giftlegacy.com/?pageID=9

 

Finally, I'm finding many of our donors are still not aware they can make a gift to our Hope Ministries Endow Iowa fund through the Greater Des Moines Community Foundation where they receive a 25% tax credit on top of their normal tax deduction. For more information about Hope Ministries' Endowment click here. 

 

I encourage you to do one or more of the following:

[if !supportLists]1.      [endif]Contact me to schedule a visit and explore some new giving and planning strategies.

[if !supportLists]2.      [endif]Check out our LEGACY PLANNING pages on our website where we've provided a list of timely estate & legacy planning ideas.

Chances are you too could be saying, "I didn't know I could do that!"

 

I AM JUST ONE

By David L. Burrier – Director of Estate & Legacy Planning

 

I'm reminded of a quote from Helen Keller, "I am just one, but still I am one. I cannot do everything, but still I can do something. Therefore I will not refuse to do the something I can do."

 

Many more of our donors are "doing the something they can do" by remembering Hope Ministries in their estate and legacy plans. Bess is one of those people. She said, "I want to leave something in my will that continues my support when I'm gone. I do it because I can't not do it." Be sure to view our video interview with Bess as she shares how she learned the joy of giving at a very young age. Visit our website at www.hopeiowa.org and click on LEGACY PLANNING and donor stories to view the video. 

 

Donating part or all of your unused retirement assets is an another way to leave a charitable legacy. You simply complete a beneficiary form provided by your retirement plan custodian. If you designate Hope Ministries as beneficiary, we will benefit from the full value of your gift because your IRA or 401k assets will not be taxed at your death as they would be if it were all left to your heirs. We have a helpful brochure that outlines additional tax and other benefits. Request your FREE copy by indicating so on the reply device. 

 

I would be happy to assist you with any questions about gifts of retirement assets. Contact me at (515) 265-7272 or send an e-mail to dburrier@hopeiowa.org. 

 

Please let us know if you have already included Hope Ministries as a beneficiary of your retirement assets. We would like to thank you for your gift.

 

WHAT MESSAGE WILL YOU SEND?

By David L. Burrier – Director of Estate and Legacy Planning

 

I enjoy helping people think through the ultimate stewardship of their accumulated assets. No matter your age or the size of your estate, you have an opportunity to formulate the message you want to send to the next generation. 

 

Those I've helped have commented about how comfortable the process was and the peace they have knowing they have "their house in order". Sometimes it just takes an objective third party to help sort everything out. The point I make to people I work with is that estate planning is more than just sending money to the next generation – it's about sending a message. It's the message that will be the ultimate blessing to your children, grandchildren and any worthy causes you may choose to remember. It's your last and final message. Some have called it your last "love letter" to your family. What's most important is having a message and a plan that achieves your personal goals and objectives and reflects your values. 

 

That's what I do. I can help you pull it all together. Whether you plan ahead or don't plan ahead, either way you will send a message. 

 

So the question remains, "What message will you send?" 

 

You can contact me – David Burrier – Director of Estate and Legacy Planning at (515) 265-7272 or by e-mail at dburrier@hopeiowa.org to schedule a confidential planning session with no obligation.

 

YOU HAVE ONLY 3 OPTIONS

Written by: David L. Burrier – Director of Estate & Legacy Planning

 

Some years ago during a legacy planning session with a donor I asked, "Where do you want your estate to go when you die?" She asked me, "What do you mean?" I said, "Well you basically have three options; people, charity or the government." As with every person I've ever assisted over the years with legacy planning, she immediately eliminated option #3. That left people and/or charities. She said she didn't want to leave it all to her children because she didn't feel it was healthy to set them up for the rest of their lives so they never had to work. And she had a desire to remember some worthy causes she had supported during her lifetime. That was the beginning of defining her estate & legacy planning objectives. So ultimately we were able to design a plan to eliminate any taxes on her estate and share a portion with her family and some friends and I helped her remember five charities with bequests. I put her in touch with a local attorney to draft her will and trusts and when it was all set and done she said, "I feel at peace." And that's what everyone desires. Let me know if I can help you plan your legacy and find that same peace. We can provide a LEGACY PLANNING booklet to get you started. You can contact me at (515) 265-7272 or send me an e-mail at dburrier@hopeiowa.org to set up a free consultation.

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Verse of the Month

"And we know that in all things God works for the good of those who love him, who have been called according to his purpose."

-Romans 8:28

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Hope Ministries
PO Box 862, Des Moines, IA 50304
Phone:  515.265.7272 | Fax: 515.262.0471
Email: info@hopeiowa.org