Leave a Gift to Habitat
Consider leaving a lasting legacy to local families who want to build better lives for themselves and their children by including St. Croix Valley Habitat for Humanity in your estate plans. You can continue your support in your will by giving:
- Bequest in your will or revocable trust
- Gift of life insurance naming St. Croix Valley Habitat for Humanity as the beneficiary
- Gift of retirement benefits such as an IRA, 401K or 403(b)
- Gift of a title to real estate property
- Charitable gift annuity
- Charitable remainder trust
You may find that you can make a larger gift than you ever thought possible by giving the remainder of your retirement account, pension plan, or other retirement planning vehicle. This allows you to provide for your family first, then your charitable interests.
Many people have life insurance policies that they originally took out to protect mortgages that have since been paid or educational plans that have been completed. Such policies make excellent charitable gifts. Alternatively, you may decide to assure a large gift by purchasing a new insurance policy. If you name St. Croix Valley Habitat for Humanity as the irrevocable owner and beneficiary, the premiums are tax deductible.
Talk with your financial adviser or attorney to consider the best option for you.
If you have questions or would like to make known your charitable intentions, please call our office at 715-425-5623.