Your generosity towards Miami Habitat can last beyond your lifetime.
A planned gift to Habitat for Humanity of Greater Miami can make an impact in our community that will last for generations to come, while also providing financial flexibility and tax benefits for you and your loved ones. We accept a wide variety of gifts including cash, real estate, life insurance, retirement plan designations, and securities. Here are some examples of planned gifts that would make a significant difference to our affordable housing mission in Miami-Dade County.
WILLS & TRUSTS
Known as a bequest, one of the simplest ways to support Miami Habitat's vital work is to remember us in your will or trust. A gift in your will is:
Flexible - because you aren't actually making the gift until after your lifetime, you can change your mind at any time
Versatile - because you can structure the gift in many ways, including leaving a certain percentage of your estate to Habitat
Convenient - because you have access to your assets throughout your lifetime
This form of giving is a powerful way to support affordable home ownership for families in our community for years to come. To make a gift through your will, please contact Alex Trueba at 305-634-3628 x207, or firstname.lastname@example.org. Giving a bequest through your trust is accomplished by working with your attorney to include a few simple sentences in your will or living trust.
RETIREMENT PLANS & IRAs
You can also make a tax-free gift to Miami Habitat, directly from your IRA. To find out more about this option, please contact Alex Trueba at 305-634-3628 x207, or email@example.com.
LIFE INSURANCE POLICIES
This is another simple way to support our mission - by naming Miami Habitat as the beneficiary of any percentage of a life insurance policy you already own. To name Habitat for Humanity of Greater Miami as a beneficiary:
Contact the administrator of your retirement account for a change-of-beneficiary form
Decide what percentage of the plan's value you would like Habitat to receive, and then specify the organization and the desired percentage on the form
Return the form to your plan administrator.
You will be putting a policy to good use and you will have flexibility, as the gift is revocable at any time should your situation change. To qualify as a deductible gift, Habitat for Humanity of Greater Miami must become the policy owner, so make certain to forward to form onto your insurance company as well.
GIFTS OF STOCK
Easily donate your appreciated stocks and mutual funds to help build affordable Habitat homes. You can take advantage of a tax-savvy method of giving, by donating your appreciated stock directly to Habitat for Humanity of Greater Miami. This form of giving allows you to save on Capital Gains Tax while making an immediately impactful contribution towards building affordable homes in Miami-Dade.