Leave Your Mark - Leave a Legacy

For more than 30 years, Habitat has made strides toward the goal of eliminating poverty housing. Legacy Builder members can help further this important work through thoughtful planned giving. To become a member, donors must plan to benefit Habitat for Humanity Central Arizona after their lifetime – whether in the form of a bequest, annuity or other planned giving arrangement.

Donors can enjoy enhanced tax and financial benefits by planned giving that helps future Habitat families realize their dream of home ownership. While some gifts are large, it is not the size of the gift that counts. It is the desire to make a difference and to make an impact through strategic planned giving and to leave a lasting legacy.

Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Habitat.  Planning Your Legacy with Your Will or Trust? Download our information guide here.

Volunteers and donors bake the love into every Habitat home.

Favorite Planned Giving Options:

  • Bequests are the most popular type of planned giving options because anything left to Habitat reduces the size of a donor’s taxable estate while supporting a great cause. Donors can bequest either a specific sum or bequest a percentage of their estate.
  • Gifts of appreciated securities, such as stock, bonds or mutual fund shares provides donors with an income tax deduction for the full value of the gift and can avoid the potential tax on the capital gains.  To make a stock gift please go to (place link here to individual /stock Information page under individual gifts).
  • Gifts of life insurance provide a donor with the opportunity to name Habitat as a beneficiary or name Habitat as the policy owner. If a donor chooses to name Habitat as the beneficiary, the donor retains ownership of the policy and has access to its cash value, but also avoids future federal estate taxes upon their passing. When naming a charity as the policy owner a donor can claim an income tax deduction.
  • Retirement plan assets (IRAs, Pensions or Profit Sharing Plans) are often subject to the highest combined income and estate taxes. Gifts of retirement plan assets allow a donor to make a legacy gift while passing more tax-favored assets to family members.
  • Life income gifts include charitable gift annuities, charitable remainder trusts and charitable lead trusts. All three of these gift options provide fixed income or annuity option payments for donors or beneficiaries while providing opportunities to avoid or minimize capital gains taxes when using appreciated stocks as funding sources.

Legacy gifts are the gifts that keep on giving. No matter how large or small, legacy gifts are meaningful because they provide long-term support and solutions for the growing affordable housing crisis in our community. This brief overview of planned giving options provides background information and ideas to consider before a donor meets with accountants, attorneys or financial advisors. For planned giving questions, please call the Development office at 602-268-9022 ext. 231 or email jim@habitatcaz.org.

Join our Built to Last Legacy Society and know your lasting gift provides the necessary financial support that allows us to continue the Habitat mission long into the future.

Habitat for Humanity Central Arizona (Habitat) is dedicated to building, renovating and repairing simple, decent and affordable homes for families of modest means. For more than 30 years, Habitat has focused on providing solutions to the growing affordable housing crisis in Maricopa and Pinal counties.

Gifts from individuals, companies and faith groups provide the necessary funding needed to support the mission of Habitat for Humanity.

For questions regarding donations, email us using the contact form at right.

 

Planned Giving Contact Form

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