Leave a legacy of hope
Through a personally-significant and well-devised planned giving strategy, you may achieve personal financial goals while helping to address housing needs in Greater Cleveland now and in the future by remembering us in your will or making another type of planned gift. Designate a fixed dollar amount, a percentage of your estate, or a particular piece of property.
Your first step in considering a planned gift to Cleveland Habitat is to consult your financial advisor or estate attorney to determine which planned giving option is best for you. When you are ready to help ensure the financial vitality of Cleveland Habitat through a planned gift, please complete and return this simple one-page Declaration of Intent. A Cleveland Habitat representative will then contact you.
There are several ways to ensure a future charitable gift.
A bequest in your Will allows you to make a generous contribution to a charity that you may not have been able to afford during your lifetime. The amount of your bequest is 100% deductible against your income in the year of your death and can be credited against income in the year prior to death, thus reducing your estate’s tax burden.
When you donate a life insurance policy naming Greater Cleveland Habitat for Humanity as the beneficiary, you are providing a substantial future gift for Cleveland Habitat. Your regular premium payments made over several years can become a large financial contribution in the future!
Donate gifts of stock or marketable securities directly to Cleveland Habitat, now or through your estate, and realize impressive tax savings while supporting affordable home rehab initiatives in Greater Cleveland. You can download the stock transfer form here.
Contributing the proceeds of a retirement fund provides you with an opportunity to make a significant gift to Cleveland Habitat, receive a donation receipt for the full value of the proceeds and use the resulting tax credits to offset taxes payable by your assets.
Gifts of Property
Outright gifts of property such as real estate, artwork or jewelry are accepted ‘in-kind’ based on suitability.
A charitable gift Annuity is a financially prudent way to support fighting poverty housing while taking care of your own financial needs.
For more information on planned giving options, contact Peggy Sobul, Director of Development and Marketing, at 216.278.7099 or firstname.lastname@example.org.