Extend your support of Habitat for Humanity and make a lasting impact on families in need of a decent and affordable place to call home. Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a plan that lets you provide for your family and support Habitat for Humanity through beneficiary designations or charitable bequests.
Beneficiary Designations
Not only is a beneficiary designation an easy way to give, it’s also flexible—you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want. You can name Habitat as beneficiary of the following assets:
- Retirement Plan Assets
- Life Insurance
- Commercial Annuities
- Bank Accounts, Certificates of Deposit or Brokerage Accounts
Charitable Bequests
Consider including a gift to Habitat for Humanity Peninsula & Greater Williamsburg in your will or living trust. This type of gift offers these main benefits:
- Simplicity. Just a few sentences in your will or trust are all that is needed.
- Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
- Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
- Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.
You can use the following assets to fund a bequest:
- Cash
- Appreciated Securities
- Real Estate
- Tangible Personal Property
- Closely Held Stock
Beginning the Conversation
You can begin your conversation with your adviser or attorney by sharing this statement:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Habitat for Humanity Peninsula & Greater Williamsburg [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
Get Started Today
- Make sure you have an up-to-date will (or living trust) that reflects your charitable wishes. Without these documents, you surrender control of your property and assets to the courts.
- Contact your financial advisor (a financial planner, lawyer or accountant) and ask for help in establishing your estate gift and will.
- Think beyond cash – you can leave stocks, real estate, insurance policies and personal property to charitable causes.
- You can also make Habitat a beneficiary of your life insurance, pension plan or IRA.
After speaking with your financial advisor or attorney, contact CEO Janet V. Green at (757) 913-5651 or email janet@habitatpgw.org with any questions about planned giving with Habitat!
