Legacy HOME Tools

The Legacy Homes Program provides a way for families of a person with a developmental disability to provide a home for their loved one well into the future. Each particular situation will be unique to the needs of the person and the resources of the family.

LEGAL

Housing Consortium of the East Bay - Legacy Homes Program: Establishing a Legacy Homes for an Individual Who Receives SSI

Asset Contribution Agreement
Establishing a Third-Party Sub-account for an Individual who does not receive SSI

Asset Contribution Agreement
Establishing a Self-Settled Sub-account for an Individual who does not receive SSI

Asset Contribution Agreement
Establishing a Third-Party Sub-account for an Individual who receives SSI

Asset Contribution Agreement
Establishing a Self-Settled Sub-account for an Individual who receives SSI

ACA Exhibit A: Housing Plan

ACA Exhibit B: Supplemental Needs Plan

ACA Exhibit C: Agreement to Make Future Transfers

ACA Exhibit D: Funding Record

ACA Exhibit E: Trust SB Occupancy Agreement

ACA Exhibit F: Property Preservation Plan Template

ACA Exhibit G: Policy on Housemates

ACA Exhibit H: Policy on Live-in Caregivers

MARKETING & OUTREACH

Guidance Regarding Appropriate Referrals

Guidance Regarding Appropriate Referrals to Property Trust Programs

Outreach Flier Sample

Outreach Letter Sample

Overview of Property Management Services

Sample Case Manager Survey for Outreach Efforts

Sunday Morning Housing Quiz

Wish Housing Trust Quick Summary

WISH Introduction Presentation

WISH Tri-Fold Brochure

WISH Quick Summary & Phrases

COUNSELING

Counseling Process

Existing Home Questionnaire

How Families Can Help with Housing

Initial Intake Questionnaire

PROPERTY EVALUATION & MANAGEMENT

Cashflow and Operating Budget

House Budget Spreadsheet

Property Management Future Planning Tool

Property Management Planning Questionnaire

Property Preservation Report

Property Replacement Study

Sample Cashflow and Operating Budget

Sample Cashflow and Monthly Maintenance Checklist

FUNDING

Draft Project Description for Letter of Intent

Sample Grant Application

OWNERSHIP OPTIONS FOR NPO

Content links coming soon...