Anyone can make a planned gift, leave a legacy, and provide enduring support to Habitat’s work. There are many options to leave a lasting impact through Habitat, including gifts that cost you nothing now, gifts that make an impact now, gifts that also include financial benefits for you and more. We can help you plan your personal legacy in a way that’s right for you.
Bequest
With a simple statement in your will or trust, you can make a gift to ensure that San Diego Habitat can continue to partner with families on affordable homeownership solutions.
- Residual bequest
A percentage of the remainder of your estate after other specific legacies have been fulfilled. - Specific bequest
A specific dollar amount, stated fraction of your estate, or specified gift-in-kind such as collections, art, books, jewelry, etc. - Contingent bequest
A gift that is originally intended for other beneficiaries but, in the event of their prior passing, is redirected as a charitable donation.
Planned Giving
Wills and estates
Charitable Gift Annuity
You can transfer assets to a charitable gift annuity and receive income for life.
This plan allows you to give a substantial donation to Habitat for Humanity while receiving tax-favored income for life. Charitable gift annuities offer attractive payout rates for those who want to receive income and provide families the opportunity to become self-reliant through safe, affordable housing.
This plan allows you to give a substantial donation to Habitat for Humanity while receiving tax-favored income for life. Charitable gift annuities offer attractive payout rates for those who want to receive income and provide families the opportunity to become self-reliant through safe, affordable housing.
Annual Gift
Gift of Real Estate
You may decide that the greatest gift you can make is to leave your home or farm to Habitat for Humanity. This kind of gift is ideal for people who intend to continue living in their home or property through their lifetime, but still want to make a charitable gift.
Gift of Stock
Increase your giving power with a donation of stock. Helpful to you and our community.
Appreciated stock is perhaps the most cost-effective asset to utilize in making a charitable gift. When you donate stock, you earn a bigger tax deduction while maximizing your financial support of our mission, making it a win-win!
Appreciated stock is perhaps the most cost-effective asset to utilize in making a charitable gift. When you donate stock, you earn a bigger tax deduction while maximizing your financial support of our mission, making it a win-win!
Gift of Life Insurance
If you have a life insurance policy that has outlasted its original purpose, you can use it to reduce your taxes and create a legacy gift for Habitat for Humanity.
Gift of Pension
You can reduce or even eliminate tax liabilities on your retirement plan by naming Habitat for Humanity as direct beneficiary. The entire amount of your IRA, 401(k) or other retirement accounts may be taxed if you leave them to your heirs. Instead, consider giving them less tax-burdened assets like real estate and stock, and use retirement assets to create your legacy gift with Habitat
Donor Advised Gift
You can create a grant recommendation from your donor-advised fund to support Habitat for Humanity.
Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. Please consider naming Habitat as a successor of your account. Or, you can name us as the successor for a portion of the account value, leaving the remaining portion for your heirs.
Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. Please consider naming Habitat as a successor of your account. Or, you can name us as the successor for a portion of the account value, leaving the remaining portion for your heirs.
If you are considering a planned gift with financial benefits, we recommend that you speak directly with your financial advisor and/or attorney. The above Legacy planning information is provided for general purposes only, and is understood to be accurate. However, Habitat for Humanity San Gorgonio Pass Area is not engaged in rendering legal or tax advice.
Share your legacy with us
Please let us know if you have included Habitat for Humanity in your will or estate plan or by beneficiary designation. We want to welcome you into the Legacy Society and make certain we understand your intentions on how your gift can be used to serve families.
Please let us know if you have included Habitat for Humanity in your will or estate plan or by beneficiary designation. We want to welcome you into the Legacy Society and make certain we understand your intentions on how your gift can be used to serve families.
