Including Kalamazoo Valley Habitat for Humanity in your will or estate giving can create a lasting impact on affordable housing in our community. Planned gifts can also have tax benefits for your heirs. Your estate planning attorney can talk to you about the variety of tools available to make a planned charitable contribution.
One simple way to make a planned gift is through a charitable bequest in your will. You may designate specific assets, such as land, real estate or vehicles, a specific dollar amount, or a percentage of the estate assets.
Another way to make a planned gift is by leaving a percentage of life insurance policies, IRAs or investment accounts to Kalamazoo Valley Habitat for Humanity. Your insurance agent, bank or investment adviser can assist you in completing a beneficiary form to designate benefits that should be directed to Kalamazoo Valley Habitat for Humanity.
While we are not able to provide tax or legal advice for your specific financial situation, we are happy to direct you to planned giving experts who can help you consider the best options for you and your family. Please contact Director of Development, Sara Rising: srising@habitatkalamazoo.org or 269-344-2443, ext. 213.