Types of planned gifts include: Securities, IRA charitable rollover, bargain sale, charitable lead trust, bequest, retirement plan, retained life estate, charitable gift annuity, and charitable remainder trust.
To get started with an IRA charitable rollover, estate gift, or bequest, see below. For more information or to have a discussion about other types of Planned Giving, see this brochure and contact Kathryn Fernandez, Chief Development Officer, at kathrynf@habitatphiladelphia.org.
The official legal bequest language for Habitat for Humanity is: “I, [name], of [city, state, ZIP], give, devise and bequeath to Habitat for Humanity Philadelphia (42-1580163) [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”