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 your will, 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
-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.
Please consult your attorney or financial professional for the benefits of each gift type listed above for your personal situation. We would be glad to assist you and answer your questions about giving opportunities and needs of our community. To set up an appointment to discuss, please contact Wende Burbridge, email@example.com or call 219-923-7265 ext. 304.