PLANNED GIVING
Through planned giving, individuals are able to arrange gifts to be made at a future date, helping to support the long-term goals of Habitat Chesapeake. Planned giving may also provide tax benefits to you now, to your estate and even provide income throughout your lifetime.
There are many different types of gifts which can be made, including but not limited to:
- Charitable gift annuities
- Charitable trusts/remainder trusts
- Real estate
- Life insurance
- Bank accounts and IRAs
- Non-marketable securities, including business interestes
- Antiques, artwork and other valuable personal property
- Gifts of stock and securities
If you do not have an up-to-date plan in place, you can create your legal will for free using this trusted resource from our partners at FreeWill, which makes it simple to start your legacy with Habitat Chesapeake in a few minutes online.
If you would prefer to finalize your will with an attorney, you can also save time with your lawyer by using FreeWill to document your wishes first.
As there are many planned giving options available, Habitat Chesapeake staff members are happy to discuss the options with you in confidence. We are committed to helping you match your goals with the right gift, whether that is now or whenever the time is right. Additionally, information and tools are available to assist you with the planned giving process. While Habitat Chesapeake does not offer legal, financial or tax advice, we encourage you to contact Michael Garcia at mgarcia@habitatchesapeake.org.
We appreciate the opportunity to work with you. Thank you for thinking of Habitat Chesapeake and helping to advance the mission through your gift.
Please note, all contributions are tax-deductible to the extent allowed by law. We appreciate your understanding that not all gifts, particularly potential gifts of real estate or items such as artwork and other tangible personal property, are acceptable. Habitat Chesapeake staff will work with you personally to make a determination.
