(239) 775-0036
 (239) 775-0036

Best Assets for Giving

Below is an overview of the most common assets considered when making planned gifts. Feel free to contact us through the form at the bottom of the page with any questions about the information on this page or an asset not included here.

BEQUEST IN WILL OR TRUST

A bequest is one of the most popular and simplest ways to make a future gift. With the help of an attorney or advisor, you can include language in your will or trust specifying a gift to be made to Habitat Collier as part of your estate plan. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

 

REAL ESTATE

Giving a home or land supports our core mission and may provide excellent tax benefits. Essential to Habitat’s mission, a home is community, commitment and a brighter future. Property may be gifted by signing a deed transferring ownership to Habitat Collier, placed in trust, or left in your will.

 

RETIREMENT ASSETS

IRAs and 401(k)s may be heavily taxed when inherited, making them an excellent charitable bequest opportunity. Ask your account custodian for a beneficiary designation form to name Habitat for Humanity of Collier County.

LIFE INSURANCE

Habitat Collier can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By transferring ownership of a policy to Habitat, you can leave a gift that will not be delayed by estate probate. This may translate into a large gift (and tax deduction) with little cost to you.

INVESTMENT ASSETS

Gifts of stocks, bonds, and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will. You may give the gift of stock with an electronic transfer of securities directly to Habitat for Humanity of Collier County.

QUESTIONS?

Complete the form below or contact: Jennifer Pash
Chief Development Officer
Phone: 239-775-0036
jpash@habitatcollier.org

Habitat for Humanity of Collier County
11145 Tamiami Trail E
Naples, FL 34113

Contact Us Today to Discuss Your Legacy Gift