Planned Giving at Sunny Glen

Your legacy can change a child’s entire future.

Planned giving is a meaningful way to carry your values forward and continue supporting the causes that matter most to you. For the children at Sunny Glen, your legacy can mean safety, stability, and a real chance to grow, heal, and thrive.

When you include Sunny Glen in your plans, you help make sure every child who comes through our doors is met with care, hope, and the opportunity for a brighter future.

Young girl at Sunny Glen Children's Home sitting in a sunlit window holding a wildflower, representing the impact of planned giving Front porch of Sunny Glen Children's Home in San Benito, Texas at golden hour with white rocking chairs and a live oak tree
A refuge of hope since 1936.
90+
Years of service
Est. 1936 · San Benito, TX
25k
Children served
Through decades of care
CARF accredited
Trusted standards of care

What is planned giving?

A child reading quietly in a sunlit reading nook — a moment of reflection that illustrates what planned giving means

One of the most direct ways to help Sunny Glen Children’s Home is to shape your personal legacy. Your legacy reflects what you value most and your commitment to seeing those values carried forward.

A planned gift (sometimes called a legacy gift) lets you support the causes closest to you, just as your will supports the people closest to you. It’s a way to extend your impact and make sure what you care about continues to make a difference.

Planned giving is about the story your life tells after you’re no longer here.

It usually involves a gift you choose now that takes effect later, through your will or estate plan.

Five ways to give

Types of planned gifts to Sunny Glen

There are several flexible, tax-advantaged ways to include Sunny Glen Children’s Home in your estate plan. Each one lets you leave a lasting impact on the children we serve without affecting your finances today.

  1. Step 01 · Most donors start here

    Gifts in a will or trust

    Simple · flexible · costs nothing today

    This is the most common type of planned gift, and for good reason. Gifts made through a will or trust are simple, flexible, and cost you nothing today. One short sentence in a will can change a child’s life for years to come. Most donors start here.

    An elder's hands writing in a leather-bound journal with a fountain pen, representing a bequest in a will or trust to Sunny Glen Children's Home
  2. An older man with his hand on a child's shoulder looking out at a Texas sunset, representing a beneficiary designation gift from an IRA or life insurance policy
    Step 02 · One simple form

    Beneficiary designations

    IRA · life insurance · investment accounts

    You can name Sunny Glen Children’s Home as a beneficiary of your IRA, life insurance policy, or other investment accounts. This is also one of the easiest planned gifts to arrange. In most cases, it takes just a single form from your financial institution.

  3. Step 03 · Tax-smart giving

    A tax-free gift from your IRA

    For donors 70½ and older

    If you are 70½ or older, you can make a tax-free gift directly from your IRA to Sunny Glen through a Qualified Charitable Distribution (QCD). You make an immediate impact, and you won’t owe income taxes on the gifted amount. For donors looking for a tax-smart way to give, this is one of the best options available.

    A calm sunlit interior with a wicker chair and potted plant — representing a tax-free Qualified Charitable Distribution (QCD) gift from an IRA
  4. A Texas farmhouse, red barn, and live oak trees at dusk with a split-rail fence — representing a real estate gift of a home, farm, or business property
    Step 04 · A home, shared

    Real estate gifts

    Home · farm · business property

    Your home, farm, or business property can become a vehicle for generosity. Whether through a direct gift, a retained life estate, or a bequest in your will or trust, real estate offers some of the most flexible giving options. There’s more than one way to structure it, and we’re happy to walk you through what fits your situation.

  5. Step 05 · Something else in mind?

    Other gift options

    Securities · mineral rights · CRTs · more

    There are additional ways to support the children at Sunny Glen, including gifts of mineral rights, charitable remainder trusts, securities, and more. Every donor’s situation is different, and we can work with you to find an approach that fits. Call us with any idea you’d like to talk through.

    A grand solitary live oak tree in golden hour South Texas light, symbolizing the lasting legacy of charitable remainder trusts, securities gifts, and other planned giving options
Ready to begin?

Whether you know exactly how you’d like to give or you’re just starting to think about it, we’d love to hear from you.

Contact Sunny Glen →
A child's cupped hands tenderly holding a small yellow wildflower, symbolizing the hopeful future a legacy gift to Sunny Glen makes possible
The impact

Why planned giving to Sunny Glen makes a difference.

Every child at Sunny Glen Children’s Home deserves stability, safety, and the chance to build a good life. Planned gifts provide the long-term financial foundation that makes this possible, year after year.

When you include Sunny Glen in your estate plan, you’re doing more than making a financial gift. You’re declaring what you stand for. You’re saying that the welfare of children who may have nowhere else to turn is a value worth preserving beyond your own lifetime.

Planned giving also gives Sunny Glen the ability to look ahead with confidence, investing in programs, facilities, and the day-to-day care that changes young lives.

You’re declaring what you stand for. — the promise of a planned gift

Frequently asked questions about planned giving

What is the difference between a planned gift and a regular donation?
A regular donation comes from your current income or savings and takes effect immediately. A planned gift is arranged now but fulfilled later, typically through your will, trust, or beneficiary designation. Both are valuable. Planned gifts let you make a larger impact without affecting your day-to-day finances.
Do I need a large estate to make a planned gift?
No. Planned gifts come in all sizes. A modest bequest in your will or a small percentage of a retirement account can make a real, lasting difference for the children at Sunny Glen.
How old do I have to be to make a tax-free IRA gift?
You must be 70½ or older to make a Qualified Charitable Distribution (QCD) from your IRA. This lets you direct funds to Sunny Glen without owing income taxes on the distribution.
Can I change my planned gift later?
Yes. Most planned gifts, especially those made through wills, trusts, and beneficiary designations, can be updated or revoked at any time. Your circumstances and wishes may change, and your giving plan can change with them.
Who should I contact to discuss my options?
Call us. The team at Sunny Glen Children’s Home is happy to talk through any planned giving idea, no commitment required. We can also connect you with professional advisors who specialize in charitable estate planning.
Join the legacy
The 1936 Society — Sunny Glen Children's Home, established 1936

The 1936 Society

Once you’ve made a commitment to support Sunny Glen through any of the planned giving options above, you’ll join the 1936 Society — a group of supporters who believe in our mission and want to ensure its longevity, providing a place of hope for generations of children to come.

Named for the year Sunny Glen first opened its doors.

Let’s talk

Ready to begin?

Whether you know exactly how you’d like to give or you’re just starting to think about it, we’d love to hear from you.

Phone · (956) 399-5356
Hours · M–F · 8:00am–4:30pm
Mail · PO Box 1373, San Benito, TX 78586