Planned Giving:

When you make a gift to Habitat for Humanity, you become an integral partner in the mission of building strength, stability and self reliance through shelter. We know that safe, decent and affordable housing plays a critical role in enabling families to realize new lives filled with possibilities and progress. With just a little help, Habitat homeowners are able to obtain the confidence and self-sufficiency they need to invest in themselves and their communities. These outcomes are most often long-lasting and change the lives of multiple generations of a family.

You can partner in empowering families with a gift that has an impact now. Also, you can make an ultimate gift in your will, trust or other account that becomes your personal legacy of changing the world through shelter.

Join us in partnering to extend a hand up to families and in bringing people together to build homes and strong communities.

Future Builder’s Legacy Society

The Future Builder’s Legacy Society was created to recognize individuals who make gift plans to benefit Habitat’s housing ministry beyond their lifetime. Planned gift options include:

  • estate plans through a will or trust
  • retirement plans
  • life insurance policies
  • life-income gifts such as charitable gift annuities or charitable remainder trusts

Membership in the Future Builder’s Society is entirely voluntary, and there is no immediate gift, minimum gift level, or minimum age required to become a member. Simply notify the Development Director of your gift intentions so that we can warmly welcome you and extend an invitation to our celebratory events. You will also receive a welcome letter from our Executive Director thanking you for notifying Habitat Springfield of your estate plan intentions.

 

Types of Planned Gifts:

Planned giving is a giving option for anyone who wants to build a legacy, regardless of their age or income. Every gift – no matter the size – is helpful. Your planned gift to Habitat for Humanity of Springfield will create a lasting impact through the safety and stability of affordable homeownership.

  • Wills and Trusts: One of the easiest ways to further our vital work is to remember us in your will or trust. Known as a bequest, this form of giving is accomplished by working with your attorney to include a few simple sentences in your will or living trust.
  • Retirement Plans and IRAs: When you designate us as a beneficiary of all or part of your retirement plan or IRA, the full amount will pass to us free of any income tax liability.
  • Life Insurance Policies: You can put a no-longer-needed policy to good use and have flexibility as the gift is revocable at any time should your situation change. To qualify as a deductible gift, Habitat for Humanity of Springfield, Missouri must become the policy owner, so forward the change-of-beneficiary form to your insurance company.
  • Stock and Securities: The easiest way to make a gift of securities is to do an electronic transfer
  • Donor Advised Funds: Donor-advised funds provide a flexible, tax-savvy method of giving that helps to build the quality of life, health and prosperity in our community through the production and preservation of homeownership. An increasingly popular charitable vehicle, donor-advised funds can be established with a number of entities, including community foundations and financial services companies.  Habitat Springfield has an endowment with the Community Foundation of the Ozarks and can recommend their services for donor-advised funds.
  • Minimum IRA Distributions after age 70.5: Donated your required IRA distribution to Habitat Springfield! Simply make a donation in the same amount as your required distribution, and if you itemize, you may be able to eliminate some or all of your tax liability on the transaction,

With planned giving, you have the opportunity to leave a legacy and potentially benefit from tax advantages at the same time. The first step is to develop your personal charitable giving strategy.

It is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.

Habitat for Humanity of Springfield, Missouri, EIN #43-1470360, does not sell, trade, or share a donor’s personal information with anyone else, nor will we send donor mailings on behalf of other organizations.

Questions & Learning More:

If you have questions or are looking to learn more about leaving a planned gift to Habitat for Humanity, contact Abby Glenn, Development Director at 417-829-4001 x 109.