<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=730207053839709&amp;ev=PageView&amp;noscript=1">

BEQUEST IN WILL OR TRUST

A bequest is one of the most popular and simplest ways to make a future gift. With the help of an attorney or advisor, you can include language in your will or trust specifying a gift to be made to Twin Cities Habitat as part of your estate plan. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

REAL ESTATE

Giving a home or land supports our core mission and may provide excellent tax benefits. Essential to Habitat’s mission, a home is community, commitment and a brighter future. Property may be gifted by signing a deed transferring ownership to Habitat, placing in trust, or left in your will.

RETIREMENT ASSETS

IRAs and 401(k)s may be heavily taxed when inherited, making them an excellent charitable bequest opportunity. Ask your account custodian for a beneficiary designation form to name Twin Cities Habitat for Humanity.

LIFE INSURANCE

Twin Cities Habitat can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By transferring ownership of a policy to Habitat, you can leave a gift that will not be delayed by estate probate. This may translate into a large gift (and tax deduction) with little cost to you.

INVESTMENT ASSETS

Gift of stocks, bonds, and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will. You may give the gift of stock with an electronic transfer of securities directly to Twin Cities Habitat for Humanity.

QUESTIONS?

Complete the form below or contact:
Laura Tanner
Major Gifts & Planned Giving Officer
1954 University Ave.
St. Paul, MN 55104
Phone + Fax 612.305.7137
laura.tanner@tchabitat.org
www.tchabitat.org

Questions about planned giving? Contact Us