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comes from a place of safety and security.

Leaving a Legacy

You can create a lasting difference in your community by making a planned gift to Greater Matthews Habitat for Humanity.


No matter your income, with thoughtfulness and vision, planned gifts allow generous partners like yourself to make meaningful gifts to help build stronger communities and futures for our neighbors in need. These gifts often qualify for significant tax deductions; please consult with your tax accountant or financial planner for proper guidance.

Wills and Family Trusts:

A bequest to Habitat creates a memorial that lives on and helps change lives for local families for years to come. Ask your attorney to include a bequest to Greater Matthews Habitat for Humanity in your will.

Gifts of IRA Funds:

Certain tax provisions allow individuals to make distributions from their IRA accounts directly to a charity without recognizing the distribution as income and is, therefore, not taxable. 

Gifts of Life Insurance:

Endowments through gifts of life insurance are among the most innovative planned giving vehicles and suit the needs of many different donors. With life insurance, Habitat is designated as a beneficiary of a life insurance policy, which can be used to create a philanthropic fund upon a donor's passing, allowing their surviving family to continue their charitable interests. An existing policy can be transferred and Greater Matthews Habitat can be named as the owner. At the time of transfer, a current deduction equal to the net cash value of the policy can be taken. All future premium payments, when paid, would be a current tax deduction.

Gifts Annuities:

You’d like to help, but need the income; or maybe you have a highly-appreciated stock that pays a low dividend, but don’t want to trigger the capital gains tax. Whether funded with cash or stock, a gift annuity will provide a handsome cash flow that may be partially tax-free! You’ll also get a partial tax deduction now.

Gifts of Stock:

Do you have shares on long-term appreciated stock you might consider donating? You can simply transfer these shares directly to Greater Matthews Habitat for Humanity. You’ll get a full tax deduction for the entire market value, avoid capital gains, and do your part in helping to create stronger communities.


Contact Sarah Galligan, Director of Development or 704.847.4266 ext. 111


Our vision is a world where everyone has a decent place to live.

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