Planned Giving
As you plan for your future and the security of loved ones, Habitat for Humanity has numerous planned giving options that allow you to make a meaningful gift to support the ministry’s home building after your lifetime. Some of the most popular methods are described below. Please consider this information as a starting point. The most effective planned gifts are made in coordination with an estate plan.
Gift by Bequest
In your estate plan, you provide for a gift to Greater Green Bay Habitat for Humanity.
Upon your death, proceeds are given to the local Habitat for Humanity.
The money is used by Habitat to build homes for deserving families.
This may be a good option if…
- You want the ability to access your gift assets during your lifetime, for any reason
- You do not need an immediate tax deduction
- You want the flexibility to change your gift at any time
Charitable Gift Annuity
You make a gift of cash or securities to purchase a gift annuity from Habitat for Humanity, which pays a fixed amount to one or two annuitants for as long as they live.
When the annuity ends, the remaining assets are distributed to Greater Green Bay Habitat for Humanity.
Habitat for Humanity uses the money to help improve the community by building houses for deserving families.
This may be a good option if…
- You want the security of fixed, dependable payments for life
- You would like an immediate charitable deduction and partially tax-free income
- You are considering a gift of $10,000 or more
Charitable Remainder Trust
You transfer cash, securities or other property to trust.
The trust pays a percentage of its value yearly to you.
When the trust term ends, assets transfer to your local Habitat for Humanity.
Habitat uses donation to build houses for deserving families.
This may be a good option if…
- You want to generate income for yourself and your loved ones
- You want a tax-favored gift that can be tailored to your unique income, needs, timing, and asset base
- You are considering a gift of $100,000 or more
Charitable Lead Trust
You transfer cash, securities or other property to the trust.
Trust makes annual payment to fund local Habitat for Humanity.
When the trust term ends, assets transfer to the beneficiaries.
This may be a good option if…
- You want to provide immediate support for your local Habitat for Humanity
- You want to pass assets to family members or other beneficiaries at a reduced tax rate
- You are considering a very large gift ($1 million or more)
Other giving methods include:
Real Estate- Residential, commercial, industrial, or undeveloped land can be donated to Habitat for Humanity. The land may become a building site or the property sold with the profits funding a future Habitat home for a deserving family in the community.
Securities- Stocks, bonds or mutual funds are donated to Habitat for Humanity and then sold by the organization.
Life Insurance Proceeds/Policy- Naming Habitat for Humanity as a beneficiary on life insurance policy allows Habitat to continue our important work.
Personal Property- Assets such as valuable art, jewelry, or antiques can be donated to Habitat for Humanity and sold with the profits being put towards building more houses.
Life Estate- Your current residence or vacation home is donated to Habitat for Humanity but you continue to reside there. If you pass away or choose to move, the profits from the sale will be used to support the work of Habitat.
Retirement Assets- You designate your 401 (k) or other retirement fund to your local Habitat for Humanity which can be used to fund a new home for a fitting family.
Contact our Executive Director, Jeff Johnson, to discuss any of these giving methods or to set up your donation today.
Click here to view and print our affiliate's Planned Giving Brochure