931 N. Douglas St. lea@habitatpeoria.org (309)676-6729

Planned and Estate Giving

 

Define your Legacy

Planned gifts provide the resources that create new opportunities and preserve Habitat for Humanity Greater Peoria Area’s future. These gifts can qualify for significant tax deductions and include bequests, charitable gift annuities, and charitable remainder trusts.

Naming Habitat for Humanity Greater Peoria Area as a beneficiary in an IRA, life insurance policy, other financial account or in your will is one critical way that you can help provide for future stability and growth.  Please consult your qualified financial planner or attorney.

Stock and Bond Gifts

A charitable gift of stock or bonds can help make the dream of homeownership a reality for deserving family while also providing tax savings for you.

A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation.

In addition to helping Habitat for Humanity Greater Peoria Area fulfill its mission of eliminating poverty housing, you may diversify away from low-basis, long-term holdings into other assets that will better suit your needs.  Please consult your qualified financial planner or attorney.

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