Planned Giving
What is planned giving? Unlike a cash gift, a planned gift is typically made from assets in your estate rather than disposable income and comes to fruition after your lifetime. Planned giving is an option for anyone who wants to leave a legacy regardless of their age and income. A planned gift can be simple and inexpensive to create, and you can get started today. Examples of planned gifts are:
- Bequest in a will or estate
- Life Income plan (charitable remainder trust, charitable gift annuity, etc.)
- Beneficiary designation (IRA, 401k, life insurance policy, etc.
Please consider this information as a place to start. With any type of philanthropic gift, you should consult with an attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in any necessary legal documents.
Benefits
We are talking about your opportunity to ensure that, as part of your legacy, families in our community will have the security and hope of owning a home. This can be done through a planned gift.
If you have already included Habitat for Humanity of the Greater Nashville in your estate plan, let us know so you can join our Legacy Society.
Legacy Society Members receive the following benefits:
- Recognition in our website and in publications (with permission)
- Invitations to special Habitat events
Legacy gifts, such as a bequest, life income plan, or beneficiary designation, provide a way to support our affiliate in the future while maintaining control over your estate and assets.
Letting us know about your plan allows us to make sure your gift will be used in line with your wishes.
Let us know by reaching out Jrussell@habitatnashville.org
