Legacy Builders Society
Legacy Circle Members are individuals who’ve demonstrated forethought and generosity to ensure that as part of their legacy, more families in our community will know the security and hope of owning a home. These commitments allow Habitat Collier to plan – and build – into the future.
Gift Planning is for Everybody
The truth is, even people of modest means can make a big difference!
Planned gifts provide the resources that create extraordinary opportunities for Habitat for Humanity of Collier County’s work in the community now and into the future. Naming Habitat Collier as a beneficiary in an IRA, life insurance policy, other financial accounts, or in your will is one simple way that you can provide for Habitat Collier’s future stability and growth.
Legacy Builders Benefits
All donors who indicate in writing that they are including Habitat for Humanity of Collier County in their will or estate plan are eligible for membership and the following benefits:
- Acknowledgment leaf on our Legacy Builders Banyan Tree
- Invitations to special Habitat events
- Special appreciation gifts and opportunities
Join the Legacy Builders Challenge
The Legacy Challenge is your opportunity to help make affordable homeownership accessible to those in need and be a part of Habitat’s mission — all without writing a check!
The Legacy Builders Challenge is a special initiative designed to raise the visibility of future gifts as a way to support home building both today and into the future. Each time that a donor notifies us that they have named Habitat Collier as a beneficiary in their final plans— a will, trust, or other account— our challenge sponsor will make a gift to Habitat in response, to be used immediately.
Through the Legacy Builders Challenge, you can help Habitat Collier build today simply by sharing your plans to make this work part of your own legacy and contribute to this work in the years to come.
*For each new bequest intention with a dollar amount, a generous matching sponsor will make a gift to Habitat Collier equal to 10% of the value of that bequest amount up to $10,000. For example, if we receive notification of a new bequest confirmation of $250,000, a $10,000 matching gift will be issued.
Joining the Challenge is Easy as 1, 2, 3…
- Include Habitat Collier as a beneficiary of your will, trust, retirement or other account.
- Notify us that you have done so using one of the methods below.
- Your notification unlocks an immediate gift to Habitat Collier from the matching fund.
Prefer to mail your form?
*After completing the downloadable form, please mail it to our office:
Habitat for Humanity of Collier County
11145 Tamiami Trail E
Naples, FL 34113
What types of gifts qualify?
To qualify for the Legacy Builders Challenge, Habitat Collier must be named as a beneficiary of your will, trust, or any of the following account types:
· Retirement plans—IRA, 401(k), 403(b), Keough
· Life insurance policies
· Bank or brokerage accounts
· Commercial annuities
· Certificates of deposit
· Donor advised funds
How do I Name Habitat in my Trust?
Our team can help you craft tailored bequest language for the area of Mass General most important to you. We also have sample bequest language that you can share directly with your attorney.
How do I name Habitat Collier as a beneficiary of my accounts?
You can add Habitat Collier as a beneficiary of your accounts by:
- Requesting a beneficiary designation form from your financial institution. You can also download the appropriate forms from your financial institution’s website.
- Updating your beneficiary designations with our legal name and federal tax ID:
Legal Name: Habitat for Humanity of Collier County, Inc.
Address: 11145 Tamiami Trail E, Naples, FL 34113
Federal Tax ID Number: 59-1834379
Is there a deadline to join the Legacy Builders Challenge?
The Challenge will run as long as matching funds are available. Don’t miss your opportunity to have your gift matched!
What if I don't want to reveal the amount of my gift?
We know that estate plans are created in a variety of ways and it’s not always possible to share specific amounts. If you do not wish to share the amount of your gift, you can still participate in the Legacy Challenge. When you let us know that Habitat Collier is included in your estate plans, with any additional details that are important to you, we will make a flat match of $1,000.
Can I still participate if I've already included Habitat Collier in my estate plans?
You may be eligible to participate in the Legacy Builders Challenge. Please contact our Office at (239) 775-0036 or at JPash@HabitatCollier.org to discuss your eligibility.