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.

Bequests

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.

    After taking care of all expenses, debts and other provisions, I give, devise, and bequeath ___ percent of the rest and residue [or $___ if a specific amount] to San Diego Habitat for Humanity [Tax ID# 33-0259190] currently with administrative offices at 8128 Mercury Court, San Diego, CA 92111.

  • Specific bequest
    A specific dollar amount, stated fraction of your estate, or specified gift-in-kind such as collections, art, books, jewelry, etc.

    I, [name], of [city, state, ZIP], give, devise and bequeath to San Diego Habitat for Humanity [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.

  • Contingent bequest
    A gift that is originally intended for other beneficiaries but, in the event of their prior passing, is redirected as a charitable donation.

    If any of the beneficiaries named in this will or trust should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to San Diego Habitat for Humanity for unrestricted use to advance their mission of building homes, community, and hope.

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.

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Your support creates lasting, tangible change for local families in need of improved housing.

When you make plans to include San Diego Habitat in your will or trust, you become an integral partner in bringing people together to build homes and strong communities.

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