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Habitat for Humanity Legacy Society

We have more than 1,500 local affiliates in the United States and more than 70 national organizations around the world. Together, we have helped to build or repair over 800,000 houses and serve more than 4 million people worldwide. But future generations will continue to struggle against slums and sub-standard housing and the work to rid the world of poverty housing will take more than a lifetime.

The Legacy Society is comprised of friends who make gift plans to benefit Habitat's housing ministry beyond their lifetime-moving us ever closer to the ultimate goal of every person in every community having a decent place to life.

The society gives recognition to those who share Habitat's vision for the future. You can leave a gift in your will, name Habitat as a beneficiary of your retirement plan or fund a charitable gift annuity to enjoy income and tax benefits now while supporting Habitat's future work.

The Habitat for Humanity Legacy Society was founded to recognize the importance of legacy gifts in accomplishing the vision of a world without poverty housing. To become a member, you must plan to benefit Habitat for Humanity after your lifetime-whether in the form of a bequest, annuity or other planned giving arrangement-and notify Habitat of your plans. It is not necessary to reveal the financial details of your planning, but if you are comfortable doing so, this information may be helpful in our long-range financial planning.

We found out that Legacy Society members don't want us to spend a lot of money on recognition items so that more can be spent to eliminate poverty housing. Still, we think it takes a special kind of person to make plans for the benefit of unknown people in the unknowable future, so we are happy to send a simple framed certificate of appreciation to Legacy Society members.

If you have questions about the Habitat for Humanity Legacy Society, please contact the Planned Giving department at 800-422-4828, Ext. 3614 or

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Habitat for Humanity International a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

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

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Habitat or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Habitat as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Habitat as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Habitat where you agree to make a gift to Habitat and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.