Planned Giving

Creating a Legacy of GIVING

A charitable bequest helps further the work of CarePartners and our mission to provide support, education and resources for caregivers and quality care for those living with memory loss and other challenges due to aging. Many options are available when considering making a charitable bequest. We are happy to assist you to ensure your financial wishes are honored while making a sustainable impact on everyone we serve at CarePartners.

Estate Gifts

CarePartners welcomes estate gifts also known as bequests. A Bequest includes transfer of cash, securities, or other property made through your estate plans. You can make a bequest to CarePartners by including language in your will or living trust leaving a portion of your estate to the organization, or by designating CarePartners as a beneficiary of your retirement account or life insurance policy.  Recognizing CarePartners in your bequest aids the organization to advance our mission and serve the community for years to come.

When planning bequests, you should consult an attorney.  If a bequest gift is made to benefit CarePartners, please notify us in writing and mail correspondence Michelle S. Martinez, , to:

c/o:  Vice President of Development 
3838 Aberdeen Way
Houston, TX 77025

IRA Charitable Rollover

If you are interested in donating an IRA Charitable Rollover to help further the work and mission of CarePartners, we have listed the steps below.  Please note that if you are 70½ or older you may also be able to lower the income and taxes from your IRA withdrawals by making an IRA Charitable Rollover.

IRA Charitable Rollover Steps

  1. Contact your IRA plan administrator and designate a gift from your IRA to CarePartners.
  2. Your IRA funds will be directly transferred to CarePartners to help us continue our important work. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  3. If you wish for your gift to be used for a specific program or purpose, please contact Michelle S. Martinez, Vice President of Development at (713) 682-5995.

Gift of Stock

If you are interested in facilitating a gift of stock, please follow the steps below:

  1. Initiate the Stock Transfer
    Securities can be gifted to CarePartners via electronic transfer in which your broker transfers shares using the CarePartners DTC number (Wells Fargo
    DTC #0141).
  2. Notify CarePartners about Your Donation
    Please inform Katie Scott immediately after you make the stock transfer at or by phone at 713.682.5995 ext 204. Please note that all stock will be sold as soon as it is practical following the receipt in the CarePartners broker account. Once the sale is final, and the donor gift is recorded into our donor database, you will get a receipt.