Planned giving is a way to both preserve your family’s financial future and leave a charitable legacy for years to come.
Naming Habitat for Humanity of Northwest Indiana 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.
Planned giving can include gifts of:
-Real Estate -Stocks -Life Insurance
-Property -Investments -Beneficiary Proceeds
-Cash -Mutual funds -Annuity Proceeds
Benefits of planned giving include:
-Giving more than your current income allows
-Giving an asset other than cash
-Receiving tax benefits
-Receiving income for a set number of years or for life.
We would be glad to assist you and answer your questions about giving opportunities and needs of our community. Please consult your attorney or financial professional for the benefits of each gift type.
To set up an appointment to discuss your planned giving options, please contact Wende Burbridge, firstname.lastname@example.org or call 219-923-7265 ext. 304.