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  • ReStore Office (970) 669-7343 / ReStore Donation Pick-Up (970) 251-8660 | Construction & Admin Office (970) 669-9769

Planned Giving

What legacy do you want to build?

Planned gifts allow generous partners like you to make meaningful gifts you may have never thought possible. Your gift to Loveland Habitat forHumanity enables us to help local individuals and families build strength, stability, and self-reliance by building a safe and secure place to call home.

Will or Living Trust

One simple and flexible way to ensure that your legacy of empowerment continues for years to come is by making a gift in your will or living trust, known as a charitable bequest. Making a will or living trust is an important way to extend your love, generosity, and gratitude for family and friends – and an excellent way to support Loveland Habitat’s mission after your lifetime. Bequests allow individuals to make larger gifts than they could during their lifetime to support our work. In addition, gifts through a will or living trust cost you nothing now and are flexible. Relationships and situations change, and you can change your will or living trust at any time.

Retirement Plans and IRAs

You can make a difference at Loveland Habitat now or for future generations with a tax-wise gift from your retirement plan or IRA. Here’s why: a retirement plan or IRA is typically the largest source of assets that generate taxable income when paid to a beneficiary. More than one-half of your retirement plan could be subject to  income and estate taxes. Therefore, if you are considering a gift to Loveland Habitat after your lifetime, it is usually better to leave taxable assets to us and give nontaxable assets to your loved ones.

Life Insurance Policies

Life circumstances may change, and the needs you once had for permanent life insurance benefits may no longer be the same today. You can name Loveland Habitat (as a nonprofit organization) to be the beneficiary of a life insurance policy just as you can name people as beneficiaries. Because you can name more than one beneficiary, you can divide the death benefit among your loved ones and Loveland Habitat.

Legacy giving lets you donate to Loveland Habitat for Humanity in a manner that is consistent with your ability and your goals. With careful planning, you’ll be able to establish a meaningful legacy that provides affordable homeownership for your community into the future!

With any planned gift option you are considering, please contact your financial advisor or attorney to get professional advice on the right plan for your lifestyle. Thank you for your support of our mission to provide a hand-up, not a handout to individuals and families in our community!

 

For questions, or to learn more, contact:

Tori Stepp
Marketing and Development Director
Loveland Habitat for Humanity
tori@lovelandhabitat.org
970-669-9769 x 103