- Wills – Habitat for Humanity of Lee and Hendry Counties, Inc. can be named as a beneficiary in your will using a designated dollar amount or percentage of your estate. This will allow you full use of your assets during your lifetime and still leave a significant gift.
- Gift Annuities – This is a simple contract between you and a charity (Habitat for Humanity of Lee and Hendry Counties, Inc.), which pays you a monthly income stream for life. You may fund the annuity with cash or securities and you may take an immediate tax deduction. You can also bypass capital gains taxes if you fund the gift annuity with appreciated stocks. In addition, you will receive a significant charitable income tax deduction.
- Life Insurance – Donors can make a gift of life insurance by making Habitat for Humanity of Lee and Hendry Counties, Inc. the beneficiary of a policy.
- IRA and 401K – Your retirement fund can be taxed up to 80% if passed on to heirs, yet it is tax-free to a charity.
Building the Future Legacy Society
By making a planned gift in the amount of $10,000 or more, you will be eligible for membership in our Building the Future Legacy Society. Members are recognized with inclusion on the Building the Future Legacy Tree displayed prominently in the Habitat administrative offices lobby, invitations to special events hosted by Habitat for Humanity of Lee and Hendry Counties, and special acknowledgement in our publications.
Contact development at email@example.com for further information.
Download the Building the Future Legacy Society brochure.
Download the Building the Future Legacy Society Commitment Form.
Please consult your financial advisor for tax advice when considering any transfer of wealth.