Habitat for Humanity Home Page
Habitat for Humanity of Lee County, Inc. is a charitable, non-profit organization dedicated to providing housing for those who cannot otherwise afford a decent place to live, with the ultimate goal of eliminating sub-standard housing in Lee County, contributing to family and community stability.
 

Charitable Gift Annuity:

How It Works

1.   You transfer cash or securities to Habitat for Humanity of Lee County

2.   Habitat pays you, or up to two annuitants you name, fixed income for life

3.   The principal passes to Habitat when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of Habitat.
  • Your annuity payments are treated as part ordinary income, part capital gains income, and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and Habitat later.

 
 
 
 
Back to Previous Page