A planned gift is a philanthropic gift from your will, living trust, retirement plan, or other estate assets. A legacy gift can allow you to maintain assets during your lifetime and often provide tax advantages for you and your loved ones.
As we continually strive to build a community where everyone has a safe and decent place to live, planned giving plays a significant role in securing the future of our mission. Planned giving is for everyone. Contrary to common perception, planned giving isn't just for the wealthy or those in their twilight years. Regardless of your age or financial status, a planned gift can be structured to align with your individual circumstances and goals, making it a viable and impactful option for anyone passionate about making a long-term difference. Through this route, you can leave a legacy that touches lives long after you've gone, allowing us to forge ahead with our mission of creating and preserving affordable housing.
Planned giving—often in the form of bequests, retirement funds, life insurance policies, and other assets—is a powerful tool for long-term financial planning. It provides individuals with a way to manage their wealth and assets for their beneficiaries and offers a lasting way to make a difference in our community.
6 Reasons Why Planned Giving to Habitat for Humanity Creates Lasting Impact:
Leave a Lasting Legacy: Planned giving allows you to create a lasting impact in the world long after you're gone. Your legacy gift to Greater Matthews Habitat for Humanity helps ensure that future generations have access to safe, affordable housing.
Financial Flexibility: There are various ways to structure your planned gift, from bequests in your will, to life insurance policies, retirement funds, and other assets. This allows you to customize your giving to align with your financial goals.
Tax Advantages: Planned giving often comes with considerable tax benefits. For instance, some gifts can reduce estate taxes or provide a steady income stream during your lifetime. Always consult with a financial advisor or attorney to understand the potential tax implications.
Plan for the Future: Your planned gift helps Greater Matthews Habitat for Humanity plan for the future. Knowing we have this support allows us to allocate resources effectively, strategize long-term initiatives, and launch new projects with confidence.
Creating Community: When you include Greater Matthews Habitat for Humanity in your planned giving, you join a community of forward-thinkers committed to making a difference. This community of legacy donors plays a critical role in our organization's mission and impact.
Inspiring Others: Your commitment to planned giving can inspire others to do the same, creating a ripple effect of generosity and impact. You can lead by example, showing friends, family, and your community the powerful potential of planned giving.