Planned Giving

Planned giving is a giving option for anyone who wants to build a legacy, regardless of their age or income. Strange as it may sound, a planned gift can be simple to do and cost very little, and you can get started today:

• 30s-40s
• 50s-60s
• 70s & beyond

Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.

Every gift, no matter the size, is helpful. Your planned gift to Habitat for Humanity of Kent County will create a lasting impact through the safety and stability of affordable homeownership. By informing us of your intentions to make a planned gift, you become a member of Habitat Kent’s Legacy Society. If you’ve already done this, please contact us so we can thank and recognize you!

Types of Planned Gifts

Bequest

A bequest is one of the most popular and simplest ways to make a future gift. With the help of an attorney or advisor, you can include language in your will or trust specifying a gift to be made to Habitat for Humanity of Kent County as part of your estate plan. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

Retirement Assets

IRAs and 401(k)s may be heavily taxed when inherited, making them an excellent charitable bequest opportunity. Ask your account custodian for a beneficiary designation form to name Habitat Kent.

Real Estate

Giving a home or land supports our core mission and may provide excellent tax benefits. Essential to Habitat’s mission, a home is community, commitment and a brighter future. Property may be gifted by signing a deed transferring ownership to Habitat, placing in trust, or left in your will.

Life Insurance

Habitat Kent can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By transferring ownership of a policy to Habitat, you can leave a gift that will not be delayed by estate probate. This may translate into a large gift and tax deduction with little cost to you.

Investment Assets

Gift of stocks, bonds, and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will. You may give the gift of stock with an electronic transfer of securities directly to Habitat Kent.

Have Questions?

Questions about how you can make a lasting impact for the future of affordable housing? Contact Sarah Hotchkiss, Director of Development and Communications at 616.588.5229 or shotchkiss@habitatkent.org

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Planned Giving

Types of Planned Gifts

Types of Planned Gifts

Bequest

Retirement Assets

Real Estate

Life Insurance

Investment Assets

Have Questions?

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