Planned Gifts

Planned Gifts

Just knowing that you helped out many people is an amazing feeling

Planned giving leaves a legacy of hope for homes. You may designate a gift to Green Mountain Habitat for Humanity that sustains us for many years to come.

Often misunderstood, planned gifts can be made by anyone. It is as simple as including GMHfH as a beneficiary on your life insurance policy or retirement account. Other planned gifts may be made through bequests, wills, charitable trusts, real estate, and annuities. Please let us know if you designate GMHfH in your planned giving so that we may include you in our Legacy Circle.

With careful planning, it is possible to support Habitat while enjoying personal and/or family financial benefits. We encourage you to consult your financial and tax advisors if you are making a planned gift. To learn more, please contact us 802-872-8726 or advancement@vermonthabitat.org.

 

Planned Giving Options:

Bequests

Donors may name Habitat as a beneficiary in their Wills using simple wording such as: “I give, devise, and bequeath to Green Mountain Habitat for Humanity, a nonprofit organization in Williston, Vermont, the sum of $__________ (or describe any real or personal property), to be used for general purposes.

Stock Gifts

Gifts of appreciated securities, such as stocks, can offer donors a double benefit. When donated to Habitat, market value of the stock is tax-deductible and you avoid capital gains taxation. However the donation must be made before the stock is sold. Donors will not receive this tax benefit if stock is sold in their names.

To give stock, please contact us 802-872-8726 or advancement@vermonthabitat.org.

Life Insurance

GMHfH can be designated as a beneficiary of existing or new life insurance policies. At the time of death, life insurance policies designated to Habitat are tax-deductible.

Retirement Plans

Green Mountain Habitat for Humanity can be named as beneficiary of an Individual Retirement Plan (IRA), Keogh Plan, 401(k), 403(b) or other qualified pension plan. Payments of such benefits may decrease estate tax liability that is often payable on these funds at the time of the donor’s death.

Charitable Gift Annuities, Charitable Remainder Trusts, Life Estate Reserved

Annuities, Trusts, and Estate Reserve provide benefits to donors and their families now and in the future. There are options to donate assets to us now and receive payments over your lifetime.

Given the complexities and variety of these options for a donor to receive payments or continue to use real estate through his or her lifetime, we ask that you contact us or your financial planner for details.