Gifts by will are one of HCA’s most important sources of support. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed. However, you are welcome to place a gift designation on your contribution as well.

You may leave HCA:

• A stated dollar amount
• A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid), or
• Specific liquid assets, such as securities

How to name HCA in your will

Legal name: Hill Country Alliance
Address: P.O. Box 151675, Austin, TX 78715
Federal tax ID#: 26-0106908

This sample language may be useful:

“I give and bequeath to Hill Country Alliance (EIN:26-0106908), P.O. Box 151675, Austin, TX 78715, the sum of ______ Dollars ($_____) [OR: ______% of the rest, residue and remainder of my estate] to be used for general operating purposes.”

Notifying HCA of your gift

We hope you’ll let us know when you have named HCA in your will or trust so that we can thank you and include you in our Legacy Circle.

Please use this Bequest Intention Form to notify us of your intention.

If you have questions, please contact Chanee Carlson, Director of Philanthropy, at 979-703-9496 or chanee@hillcountryalliance.org.

Naming Hill Country Alliance (HCA) as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support our program work and ensure the sustainability of our future. To do this, you don’t have to change your will or living trust. Beneficiary designation gifts pass directly to HCA without going through the probate process and go right to work to help us continue to make a lasting impact throughout the Texas Hill Country.

Retirement Accounts

Many of our donors name HCA as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan.

Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they’re often considered among the best assets to leave to charity.

How to name HCA as a beneficiary on your retirement accounts

Ask your retirement plan administrator or financial institution for a change of beneficiary form.

Please list us as:

• Legal Name: Hill Country Alliance
• Address: P.O. Box 151675, Austin, TX 78715
• Federal Tax ID#: 26-0106908

Other ways to name HCA as a beneficiary

Bank and investment accounts & commercial annuities 

You can leave a legacy gift by naming HCA as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check your financial institution to see if this option is available to you.

Life insurance policies

If you have a life insurance policy that is no longer needed for your family, designating HCA as a beneficiary is a simple way to support our work.

Notify us of your beneficiary designation

Please let us know when you’ve made a beneficiary designation to HCA so that we can thank you and include you in our Legacy Circle.

Please use this Bequest Intention Form to notify us of your intention.

If you have questions, please contact Chanee Carlson, Director of Philanthropy, at 979-703-9496 or chanee@hillcountryalliance.org.

We like to say “make a gift that is meaningful to you”! Whether its $1,000 or tens of millions, a gift can be any size and every gift makes a difference.

All gifts should be designated to

Legal name: Hill Country Alliance
Address: P.O. Box 151675, Austin, TX 78715
Federal Tax ID#: 26-0106908.

You are not required to share a copy of your estate plan. However, if you’re willing to share the language that includes HCA, it can be very helpful for our records.

Thank you so much for generously including HCA in your estate plans!

Please use this Bequest Intention Form to notify us of your intention.

If you have questions, please contact Chanee Carlson, Director of Philanthropy, at 979-703-9496 or chanee@hillcountryalliance.org.