Sure, you’ve heard of paying it forward...
Someone paid for your coffee one day, so you pay for the person behind you the next day.
Someone gave you an opportunity to grow, so you give your time and support to Habitat to give someone else an opportunity to grow.
The list goes on.
But one particularly impactful way to pay it forward is one you may not have thought about: planned giving. Planned giving is exactly what it sounds like. It’s giving, with a plan. It means looking at how you can support the causes close to your heart, and doing so with intention.
Planned giving is a great way to give to an organization for many reasons.
Many people hear “planned giving” or “estate planning,” and they envision lawyers managing wealth and a mountain of paperwork. While this certainly qualifies as planned giving, the reality is much simpler – and can have a significant impact on the causes you love. It can go beyond wills and trusts – in fact, you (and your favorite organization, ahem!) can start seeing benefits today.
You can make a planned gift at any time and in many ways. However, the best time to consider making a planned gift is now, during Habitat’s first Legacy Challenge!
When you commit a planned gift during our Legacy Challenge, you can help us unlock $255,000 in match donations.
When you document a planned gift during the Legacy Challenge – whether new or existing – 10% of your gift’s value will be immediately donated from these matching funds to Habitat for Humanity East Bay/Silicon Valley!
The best part of the Legacy Challenge? We will put the match donation to work serving families now, and count on your planned gift to grow our programs in the future. Your documented gift is non-binding, and you can change your estate plans at any time.
Planned giving is a broad term that encompasses lots of ways to “plan it forward.” There are many ways to plan a gift and be a part of our Legacy Challenge. Here are our 4 most impactful ways to give a planned gift:
As you can see, estate planning and planned giving can be a fantastic way to ensure your intentions are followed, you and your loved ones are cared for as you desire, you can enjoy some sweet tax incentives, and we can continue growing our efforts to build more – and empower local families to build more as well.
Joining our Legacy Challenge is easy as 1, 2, 3.
Still unsure if planned giving is right for you? Here are some resources to help you learn more and get started:
Questions? Contact Lisa Amor, our Planned Giving Officer, at LAmor@HabitatEBSV.org or (408) 273-7196.