Check Out Our Member Stories

Supporting small businesses nationwide

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Learn More About Our Focus Areas

Making an impact through commercial loan opportunities

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Get to Know Self-Help

Explore why we do what we do

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Read Our Annual Report

See the numbers of how we supported our communities

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Connect with Our Team

Invest in the Self-Help mission and support local communities

Reach Out
Check Out Our Member Stories

Supporting small businesses nationwide

Read More
Read Our Annual Report

See the numbers of how we supported our communities

Learn More
Invest in What We Do

Connect with our team to see how you can be a part of the mission

Reach Out

An impact that lasts

When you include Self-Help in your estate plans, your generosity helps expand economic justice for years to come. 

Our mission is long-term: We're here to create ownership and economic opportunity for those who are too often left out, and we'll be doing it for years to come.  Including Self-Help in your will or other estate planning instruments means you'll be part of that change, even after you're gone.

Why make a planned gift? 

Planned gifts are a powerful tool to support meaningful, lasting change in the communities you care about.  

Planned giving can also further your financial goals, offering tax advantages and financial flexibility for you and your heirs when managing your estate.

Giving options

By making a gift in your will or designating Self-Help as a beneficiary, you leave a legacy of economic empowerment for all.

Bequest

Donors designate a fixed amount or percentage gift in their will or living trust, to be given to Self-Help when you pass. 

  • Flexible and easy  
  • Provides estate tax deduction 
  • A gift of even a small percentage has a big impact
Beneficiary Designation

Donors name Self-Help as full or partial beneficiary of IRAs, 401ks, life insurance policies, or transfer-on-death bank/brokerage accounts.  

  • Simple and impactful 
  • Passes outside probate 
  • Tax efficient 
Important Note

The Center for Community Self-Help is not a credit union. It is a separate 501(c)(3) nonprofit organization within the broader Self-Help family. Gifts to the Center for Community Self-Help are not credit union share accounts.

Gifts we cannot accept

  • Life income gifts (e.g., charitable gift annuities, charitable remainder annuity trusts, charitable remainder unitrusts or pooled income funds)
  • Charitable lead trusts
  • Retained life estates
  • Cryptocurrency donations
  • High-value, in-kind donations
  • Donations for political or lobbying purposes
  • Donations or grants made to individuals within the organization

Your gift matters

Connect with our team to discuss planned giving options and learn how your support can continue to make a difference.

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Interested in supporting our policy work?

Self-Help's policy and research arm, the Center for Responsible Lending (CRL), works to ensure a fair, inclusive financial marketplace for all. CRL accepts individual donations of all sizes, planned gifts, grants from organizations, and more.

You can also reach out to us!

Contact our team at [email protected] or 1-800-959-7633