What is Planned Giving?

Planned giving is for those who wish to build a legacy—regardless of age or income.

Strange as it may seem, a planned give can be simple to do and cost very little. Whether you’re in your 30’s, 80’s, or anywhere in between, you can get started today.

Consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and your wishes are accurately reflected in necessary legal documents.

Every gift—no matter the size—is helpful. Your planned gift to Habitat Collier will create a lasting impact through the safety and stability of affordable homeownership. By informing us of your intentions to make a planned gift, you become a Habitat Collier Legacy Builder. If you have already included Habitat Collier in your estate, please contact Jennifer Pash so we can acknowledge and celebrate your thoughtfulness.

Building a Legacy

Building a Legacy… Lakes

During his lifetime, Charles Lake made faithful gifts to Habitat for Humanity of Collier County through his family foundation. Upon his passing in 2006, he left a gift in his estate that would change lives for generations. His forward thinking generosity helped...

Daughter celebrates Mom through Habitat

Continuing her legacy Leona Springer was one of Habitat Collier’s first volunteers. She got involved through First Presbyterian Church of Naples doing office work and writing thank-you notes to donors in the late seventies and eighties. Back then, Habitat for Humanity...

Remembering Dr. Sam Durso

Known to many as simply Dr. Sam, longtime Habitat Collier CEO Dr. Sam Durso had an immense impact on Collier County through his work with deserving Habitat partner families. His recent passing at the age of 71 after a battle with cancer has been felt deeply throughout...

 

“We have been part of Habitat’s mission for more than a decade, and we love being able to give a hand-up to those in need. By joining the Legacy Builder’s Society, we have ensured that we will be able to continue supporting local families even beyond our own lifetime.”

— Craig & Pat Jilk

Best Assets for Planned Giving

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 Habitat Collier as part of your estate plan. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

Life Insurance

Habitat Collier can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By transferring ownership of a policy to Habitat Collier, 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.

 

 

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 Habitat Collier.

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 Habitat Collier.

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 Collier, placed in trust, or left in your will.

 

Will & Trust Sample Language

Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.

Estate Percentage Will or Trust Bequest Language:

I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 11145 Tamiami Trail East, Naples, FL 34113, _____ percent of my estate as an unrestricted gift. Tax ID: 59-1834379.

Cash Bequest Will or Trust Language:

I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 11145 Tamiami Trail East, Naples, FL 34113, the sum of $___________ as an unrestricted gift. Tax ID: 59-1834379.

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 Habitat Collier.

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 for Humanity of Collier County, Inc., placed in trust, or left in your will.

 

Property or Real Estate Will or Trust Bequest Language:

I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 11145 Tamiami Trail East, Naples, FL 34113, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes. Tax ID: 59-1834379.

Contact Us Today to Discuss Your Legacy Gift

 

Planned Giving

Volunteers, donors, and supporters of Habitat Collier often wish they could do more. Our friends are so inspired by Habitat Collier’s homeowners that they want to ensure more families have the security and stability of homeownership far into the future. 

You can do something extraordinary. You have the opportunity to make a planned gift. Unlike cash gifts, planned gifts are made from estate assets rather than disposable income and comes to fruition after your lifetime.