Assets for Giving

From real estate to a bequest, Habitat Vail Valley will make the most of any gift.

Bequest in Will or Trust

A bequest is one of the most popular and simplest ways to make a future gift. With the help of an attorney or advisor, you can include language in your will or trust specifying a gift to be made to Habitat Vail Valley as part of your estate plan. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

Real Estate

Giving a home or land supports our core mission and may provide excellent tax benefits. Essential to Habitat’s mission, a home is community, commitment and a brighter future. Property may be gifted by signing a deed transferring ownership to Habitat, placed in trust, or left in your will.

Retirement Assets

IRAs and 401(k)s may be heavily taxed when inherited, making them an excellent charitable bequest opportunity. Ask your account custodian for a beneficiary designation form to name Habitat for Humanity Vail Valley.

Life Insurance

Habitat for Humanity Vail Valley can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By transferring ownership of a policy to Habitat, you can leave a gift that will not be delayed by estate probate. This may translate into a large gift (and tax deduction) with little cost to you.

Investment Assets

Gift of stocks, bonds and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will. You may give the gift of stock with an electronic transfer of securities directly to Habitat for Humanity Vail Valley.

Questions?

Contact Information:
Habitat for Humanity Vail Valley
Attn: Chatham Mayberry
P.O. Box 4149
Avon, CO 81620
970.748.6718 ext. 136

Habitat for Humanity Vail Valley Tax ID: 84-1278922
Interested in joining or have you already included Habitat Vail Valley in your estate plans? If so, please complete our Legacy Intention Form.