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Gift Calculator
Gift Calculator
Give assets
Income tax deduction
Fixed or variable payments
Donor(s)
Life Income Plan
Remainder to Habitat
How it works
1. You make an irrevocable gift of cash, securities or other property to Habitat.
2. Habitat makes payments to you or to anyone you name each year for life. The payments may be for a fixed amount or vary each year, depending on the gift plan you choose.
3. When your gift plan ends, its remaining principal passes to Habitat.
Talk to us:
I'm here to help!
For more information on Planned Giving, contact Christy Kane at christy@hfhcc.org or 610-384-7993 ext 119.
We advise you to consult with your tax advisor and lawyer to determine which planned gift strategy is best for you. If you need help navigating your finance options, we recommend the following brokerage firm:
Cetera Investment Services LLC Attn: Account Transfer Department
400 1st Street South Suite 300
St. Cloud, MN 56301
320-656-4300, x64682
The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.
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