Create a lasting legacy with a planned gift to Habitat for Humanity San Gorgonio Pass Area. By leaving a gift to Habitat SGPA in your will or trust, you will help fuel our mission of providing homes, communities and hope for generations, as well as combat the housing crisis our friends and neighbors are facing.
Making a legacy gift in your will or trust is one of the easiest and most popular ways to partner in the mission. Here are the most common ways that people make a lasting gift to Habitat for Humanity:
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.
Gifts by beneficiary designation.
When you make a gift to Habitat for Humanity from your retirement plan, insurance plan or other assets, you make it possible for people to obtain safe, affordable places to call home. Best of all, these gifts are easy to make! Simply contact the firm that holds your assets and completing a beneficiary form.
Retirement funds gift
Many people choose to name Habitat for Humanity as a beneficiary of a retirement plan to reduce their taxes and empower families to become self-reliant homeowners.
Life insurance policy gift
If you have a life insurance policy that has outlasted its original purpose, you can use it to fund a legacy gift while enjoying tax savings during your lifetime.
Savings bonds
If you have bonds that have stopped earning interest and you plan to redeem, you will owe income tax on the appreciation. In the end, your heirs will receive only a fraction of the value of the bonds in which you so carefully invested.
CDs, Bank Accounts and Brokerage Accounts
Naming Habitat as the beneficiary of a certificate of deposit, a checking or savings bank account, or a brokerage account is one of the easiest ways to positively impact our homeowner families.
Donor-advised Fund
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 a portion of your account value.
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.
Gifts by beneficiary designation.
When you make a gift to Habitat for Humanity from your retirement plan, insurance plan or other assets, you make it possible for people to obtain safe, affordable places to call home. Best of all, these gifts are easy to make! Simply contact the firm that holds your assets and completing a beneficiary form.
Retirement funds gift
Many people choose to name Habitat for Humanity as a beneficiary of a retirement plan to reduce their taxes and empower families to become self-reliant homeowners.
Life insurance policy gift
If you have a life insurance policy that has outlasted its original purpose, you can use it to fund a legacy gift while enjoying tax savings during your lifetime.
Savings bonds
If you have bonds that have stopped earning interest and you plan to redeem, you will owe income tax on the appreciation. In the end, your heirs will receive only a fraction of the value of the bonds in which you so carefully invested.
CDs, Bank Accounts and Brokerage Accounts
Naming Habitat as the beneficiary of a certificate of deposit, a checking or savings bank account, or a brokerage account is one of the easiest ways to positively impact our homeowner families.
Donor-advised Fund
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 a portion of your account value.
Charitable Gift Annuities
Get an immediate tax deduction and still receive income from your investments for the rest of your life by making a gift.
Charitable Remainder Trust
You can receive income for life and reduce your taxes while supporting Habitat for Humanity by transferring assets to fund the trust. Not only does this pay income to you or your beneficiaries for life, but you also receive an income tax deduction the year you transfer assets to the trust. The remaining portion of the trust, after all payments have been made, goes to Habitat for Humanity.
Charitable Gift Annuities
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.
Gift Planning
Receive a tax deduction and make a gift that pays you income for life.
Retirement plan gift
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.
Life insurance plan
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.
Gifts 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.
Gifts of stock
Stocks, bonds and mutual funds that have appreciated in value are among the best ways to ensure that Habitat can help reduce housing instability for families in your local community and around the world.
Savings bonds
When you redeem savings bonds, you or the person to whom you leave your bonds will owe income tax on the appreciation. You can eliminate the income tax on bonds you own that have stopped earning interest and that you plan to redeem. Since Habitat for Humanity is tax exempt, 100 percent of your gift of savings bonds will support our mission to bring people together to build homes and strong communities.
If you are considering this type of gift, we recommend that you consult with your financial advisor and a gift planner at Habitat for Humanity.
Get an immediate tax deduction and still receive income from your investments for the rest of your life by making a gift.
Charitable Remainder Trust
You can receive income for life and reduce your taxes while supporting Habitat for Humanity by transferring assets to fund the trust. Not only does this pay income to you or your beneficiaries for life, but you also receive an income tax deduction the year you transfer assets to the trust. The remaining portion of the trust, after all payments have been made, goes to Habitat for Humanity.
Charitable Gift Annuities
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.
Gift Planning
Receive a tax deduction and make a gift that pays you income for life.
Retirement plan gift
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.
Life insurance plan
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.
Gifts 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.
Gifts of stock
Stocks, bonds and mutual funds that have appreciated in value are among the best ways to ensure that Habitat can help reduce housing instability for families in your local community and around the world.
Savings bonds
When you redeem savings bonds, you or the person to whom you leave your bonds will owe income tax on the appreciation. You can eliminate the income tax on bonds you own that have stopped earning interest and that you plan to redeem. Since Habitat for Humanity is tax exempt, 100 percent of your gift of savings bonds will support our mission to bring people together to build homes and strong communities.
If you are considering this type of gift, we recommend that you consult with your financial advisor and a gift planner at Habitat for Humanity.
You have a variety of options available for making a gift that will have an impact now. You can:
- Donate with cash, credit card or check.
- Give through your donor-advised fund.
- Donate stocks and bonds. Use these easy-to-follow instructions to transfer gifts of stock.
- Donate real estate.
- Give through your IRA.
- Make a memorial gift to honor a loved one with a Habitat for Humanity Gift from the Heart.
- Become a HopeBuilder by making a monthly donation.
As someone who values community and empowerment, you may be interested in other ways to promote self-reliance and housing stability. There are a variety of ways to ensure all people have safe, affordable places to call home for years to come.
IRA charitable rollover — a permanent giving option
Many donors feel that directly transferring funds from IRAs is a great way to help families and create a legacy. This is now a permanent option.
Gifts of property
You can donate appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property. This is an effective way to fund a legacy gift that will assist families with building sustainable, decent homes.
You can make this generous gift while still using the property throughout your lifetime, and you may even receive a tax deduction for your gift.
Gifts of stock
Stocks, bonds and mutual funds that have appreciated in value are among the most financially advantageous to ensure all people can partner with Habitat for Humanity to have affordable, safe housing.
Gifts of cash
A donation of cash is a simple and effective way to create your legacy with Habitat for Humanity. You benefit from a charitable tax deduction while you have an immediate impact on families in need of safe, affordable housing.
IRA charitable rollover — a permanent giving option
Many donors feel that directly transferring funds from IRAs is a great way to help families and create a legacy. This is now a permanent option.
Gifts of property
You can donate appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property. This is an effective way to fund a legacy gift that will assist families with building sustainable, decent homes.
You can make this generous gift while still using the property throughout your lifetime, and you may even receive a tax deduction for your gift.
Gifts of stock
Stocks, bonds and mutual funds that have appreciated in value are among the most financially advantageous to ensure all people can partner with Habitat for Humanity to have affordable, safe housing.
Gifts of cash
A donation of cash is a simple and effective way to create your legacy with Habitat for Humanity. You benefit from a charitable tax deduction while you have an immediate impact on families in need of safe, affordable housing.
What $25 Will Buy
A Donation of $25 Will Purchase one of the following:
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Gifts from the HeartExamples of what your Gifts from the Heart can purchase*:
$10 ........... Box of Nails $35 ........... Roof Shingles $75 ........... Window $150 .......... Front Door $500 .......... Siding $1,000 ....... Wallboard $2,000 ....... Flooring * The items and dollar amounts are representative of, but not limited to, what your contribution might purchase. Average regional costs vary. |
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Cars For Homes
Donate a car to Cars for Homes – Habitat for Humanity’s car donation program.
Car donations can help a family within our local community build a house and the hope of a better life!
By donating a car to Habitat’s Cars for Homes™ car donation program, you help us build houses in partnership with families in need of decent, affordable shelter.
It is quick and easy to donate cars, trucks, boats, RVs, motorcycles, construction equipment or other vehicles — running or not!Plus, when you donate your car, your vehicle donation may be eligible for tax deduction purposes if you itemize. (Consult the IRS or your tax adviser for details.)
Donate a car, truck, boat or RV to Cars for Homes™ — Habitat’s official car donation program NOW.
Call 877-277-HFHI (4344) toll free or donate vehicles online.
Car donations can help a family within our local community build a house and the hope of a better life!
By donating a car to Habitat’s Cars for Homes™ car donation program, you help us build houses in partnership with families in need of decent, affordable shelter.
It is quick and easy to donate cars, trucks, boats, RVs, motorcycles, construction equipment or other vehicles — running or not!Plus, when you donate your car, your vehicle donation may be eligible for tax deduction purposes if you itemize. (Consult the IRS or your tax adviser for details.)
Donate a car, truck, boat or RV to Cars for Homes™ — Habitat’s official car donation program NOW.
Call 877-277-HFHI (4344) toll free or donate vehicles online.
