Planned Giving

Whatever your personal experience with Habitat for Humanity, you understand the value and benefits of owning a home and the importance your contribution has made in the lives of families here in the Mt. Washington Valley. You can help provide homeownership opportunities for generations by remembering our local affiliate in your will or naming the organization as a beneficiary of your IRA, life insurance policy, annuity, or other financial assets. Your planned gift will help families today and for years to come.

Following are some examples of various types of planned giving:

A bequest may be in the form of cash, securities, real estate, or other property. You should specify that the Mt. Washington Valley Habitat for Humanity is to receive a certain amount or percentage of your estate, particular assets, or the remainder of your estate after providing for heirs.

Residuary bequests are used to give all or a portion of the rest, residue, and remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries.

A Gift of Securities

You can transfer shares of stock to MWV Habitat for Humanity. This will enable you to take the full market value as a charitable deduction on your income tax and avoid capital gains.

A Life Income Gift

This is a way to receive an income for life, reduce capital gains on long-term appreciated assets and receive a current income tax deduction for a portion of the gift. You can do this through a Charitable Gift Annuity or the more flexible Charitable Remainder Trust.

A Life Insurance Policy Gift

You can donate an existing policy and receive a charitable deduction for its cash value.

A Gift of your IRA Required Minimum Distribution

The IRA Charitable Rollover is great news for people age 70 ½ and over who want to make a gift to Habitat and satisfy required minimum distributions from their retirement plans.

A Gift of Real or Personal Property

Take the full market value as an income tax charitable deduction with no capital gains or tax consequences.

Whichever option you choose, leaving a gift to our local affiliate comes with the knowledge that your estate dollars will help leave a legacy in our community.

You can get more information on any of these donation options from your financial advisor or attorney. Please note that you should always review your Planned Giving options with your financial advisor regarding such matters, to ensure that your plan best fits your values and personal financial situation.