
Gifts from donor-advised funds
You can create a grant recommendation from your donor-advised fund to support Habitat for Humanity.
Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. Please consider naming Habitat as a successor of your account. Alternatively, you can name us as the successor for a portion of the account value, leaving the remaining portion for your heirs.
As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will ensure that your wishes to make a lasting impact will be fulfilled.
When donating through a Donor Advised Fund, please use Habitat for Humanity of Chester County's EIN number 23-2449743
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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