Your planned gift helps San Diegans become successful homeowners.
Anyone can make a planned gift, leave a legacy, and provide enduring support to Habitat’s work.
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 — some options can provide you with immediate income.
With a simple statement in your will or trust, you can make a gift to ensure that San Diego Habitat can continue to partner with families on affordable homeownership solutions.
- Residual bequest
A percentage of the remainder of your estate after other specific legacies have been fulfilled.
- Specific bequest
A specific dollar amount, stated fraction of your estate, or specified gift-in-kind such as collections, art, books, jewelry, etc.
A gift that is originally intended for other beneficiaries but, in the event of their prior passing, is redirected as a charitable donation.
Speak with us.
We’re happy to walk you through your planned giving options with San Diego Habitat. Contact Karen Begin, Director of Development, at (619) 283-4663 x 108 or Karen.Begin@sandiegohabitat.org to learn more.
Gifts with financial benefit to you
If you are considering a planned gift with financial benefits, we recommend that you speak directly with your financial advisor and a planned giving representative at San Diego Habitat.
- Gifts that provide income include:
- Charitable Gift Annuity
- Charitable Remainder Trust
Gifts with potential tax benefits for you and your loved ones include:
- Gifts of Stock Learn more ➜
- Retirement Plan Beneficiary Designation
- Gifts of Life Insurance
- Gifts of Real Estate
Share your legacy with us.
Please let us know if you have included Habitat for Humanity in your will or estate plan or by beneficiary designation. We want to welcome you into the Legacy Society and make certain we understand your intentions on how your gift can be used to serve families.
Requests for anonymity will be honored.
Keep in touch.
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