Planned Giving

Planned giving is a way to both preserve your family’s financial future and leave a charitable legacy for years to come.

There are a variety of planned giving options available, and the type of planned gift you choose depends on your current and future financial needs as well as the assets you would like to donate. A financial planner can help you develop a giving planned designed to benefit the people and organizations that matter most to you. This kind of generosity can be implemented while you’re alive or after your death.

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.

Springfield/Eugene Habitat for Humanity works through the Planned Giving department at Habitat for Humanity International to manage planned gifts for our affiliate. Their team has specialized expertise in planned giving and can work with you and your financial adviser, along with our affiliate, to set up the planned gift is right for you and your family. More information on making a planned gift can be found at habitat.org/support/planned-giving.

For more information, or to make a planned gift to benefit Springfield/Eugene Habitat for Humanity, please contact Esther Pomeroy, Resource Development Director, at 541-741-1707.