Planned Giving: Bequests and Charitable Gift Planning

Partners in the mission -- Habitat for Humanity Int'l 1

Habitat for Humanity Legacy Society

Habitat for Humanity has taken great strides toward eliminating poverty housing. More than 350,000 families in 3,000 communities worldwide have joined the Habitat movement to build new lives for themselves. But future generations will continue to struggle against slums and sub-standard housing and the work to rid the world of poverty housing will take more than a lifetime.

The Legacy Society is comprised of friends who make gift plans to benefit Habitat's housing ministry beyond their lifetime—moving us ever closer to the ultimate goal of every person in every community having a decent place to life.

The society gives recognition to those who share Habitat's vision for the future. You can leave a gift in your will, name Habitat as a beneficiary of your retirement plan or fund a charitable gift annuity to enjoy income and tax benefits now while supporting Habitat's future work.

A gift annuity remainder of $60,000 provides shelter for five people in the United States.
A charitable remainder trust distribution of $100,000 builds approximately 10 houses in Romania.

The Habitat for Humanity Legacy Society was founded to recognize the importance of legacy gifts in accomplishing the vision of a world without poverty housing. To become a member, you must plan to benefit Habitat for Humanity after your lifetime—whether in the form of a bequest, annuity or other planned giving arrangement—and notify Habitat of your plans. It is not necessary to reveal the financial details of your planning, but if you are comfortable doing so, this information may be helpful in our long-range financial planning.

We found out that Legacy Society members don't want us to spend a lot of money on recognition items so that more can be spent to eliminate poverty housing. Still, we think it takes a special kind of person to make plans for the benefit of unknown people in the unknowable future, so we are happy to send a simple framed certificate of appreciation to Legacy Society members.

If you have questions about the Habitat for Humanity Legacy Society, please contact the Planned Giving department at (800) 422-4828, Ext. 6750, or plannedgiving@habitat.org.

The information in this website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.

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