Smart Giving

A LASTING IMPACT

There are many meaningful ways to create a lasting impact on the causes closest to your heart through “smart” or planned giving.

Since 2000, Lodi House has worked tirelessly to provide compassionate support, counseling, and shelter to women and children experiencing homelessness. Through these efforts, our residents have gone on to build courageous, healthy, and independent lives. With the generous support of our community and dedicated donors, Lodi House has transformed more than 1,500 lives over the past 25 years.

Planned giving offers a powerful way to support this mission while creating your own enduring legacy. By including Lodi House in your long-term financial plans, you help ensure that hope, stability, and opportunity remain available to those who need it most.

"SMART" GIVING

Not all planned giving has to be made in your will and estate plan. During your lifetime, there are many ways to plan substantial gifts that make a real difference in the lives of others.

These gifts also can provide tax advantages to benefit you and your family. Your financial and legal advisors can help determine the best tools for you.

List Lodi House to receive your Required Minimum Distribution from your IRA or 401K retirement account

The IRS requires those 72.5 years and older to make annual withdrawals from their retirement accounts and pay taxes on the income. If you don’t need the income or only need a portion of it, you may designate Lodi House to receive the distribution. You can claim this contribution as a charitable donation and avoid paying taxes, too. Lodi House, as a non-profit, does not pay taxes on it. You can gift your RMD by simply contacting your brokerage firm or financial planner and filling out a form.

Donate stocks and real estate to Lodi House

By giving stocks or real estate to a charity, you avoid capital gains taxes on the appreciated value. Plus, you may be able to claim a charitable deduction on your taxes.

Talk to your advisors about Charitable Lead Trusts, Charitable Remainder Trusts and Donor Advised Funds

There are many legal and financial instruments or tools to give money now or later.

LEAVE YOUR LEGACY

There are many ways to take care of your family and include Lodi House in your will and estate plan. Here are some suggestions to discuss with your legal and financial advisors:

List Lodi House as a beneficiary on your life insurance, IRA or other retirement plan accountA charitable donation from your estate may lessen the tax burden your heirs will face.
Make a bequest of a specific dollar amount or percentage of your estate in your will
Donate the contents of your homeThe Lodi House Thrift Store will work with your family and stage an Estate Sale. This saves your family the difficult work of emptying a house, and it may be deductible as a charitable donation and lessen the tax burden of your estate. To coordinate an Estate Sale, please contact Ed Beeker, Thrift Boutique Director, (209)365-7622.221 West Lodi Avenue Lodi, CA 95240.

If you have any questions about making Lodi House part of your planned giving, please contact us by calling Lodi House at (209) 334-6346 or send an email to info@lodihouse.org.

If you have made a planned gift to Lodi House, please let us know so we can thank you!

LODI HOUSE GIVING RESOURCES

Phillips Financial

provides personalized assistance in having stocks, IRAs and 401Ks donated to Lodi House’s Future Property or Project investment Accounts. For information, contact David Phillips at (209) 367-0868 or email david.phillips@lpl.com.

Contact Phillips Financial

Smith and Johnson Law

offers free and discounted services in creating wills, trust and estate plans for those desiring to include Lodi House in their planned giving. For information, contact Grace Johnson at (209) 333-9292 or email gracesmithjohnson@gmail.com.

Contact Smith and Johnson Law

Lodi Community Foundation

(LCF) was established to help accomplish the philanthropic goals of our community effectively, efficiently and in a sustainable manner. Donations to Lodi House can be made through the foundation.

Contact Lodi Community Foundation

Lodi Memorial Hospital Foundation

offers a complimentary estate planned giving service that is personalized to help donors review their plan to yield the best results for the donor, families and the charities they support. For information, contact Wayne Craig at (209) 339-7630 or email wcraig@lmhfoundation.org.

Contact Lodi Memorial Hospital Foundation

San Joaquin Community Foundation

makes philanthropic giving as effective as possible. They are a public charity ready to sere people who share a common concern– improving the quality of life in San Joaquin County. For more information, contact them at (209)943-2375 or 6731 Herndon Place, Stockton, CA 95219.

Contact San Joaquin Community Foundation