What is Planned Giving?

Planned giving is a giving option for anyone who wants to build a legacy, regardless of their age or income. It may not be something you think about much, but a planned gift can be simple to do and cost very little. No matter your age, you can get started today:

• 30s-40s
• 50s-60s
• 70s & beyond

Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.

Every gift – no matter the size – is helpful. Your planned gift to Habitat Collier will create a lasting impact through the safety and stability of affordable homeownership. By informing us of your intentions to make a planned gift, you become a member of the Habitat Collier Legacy Builders Society. If you’ve already done this, please contact us so we can thank and recognize you!