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Planned Giving

Planned Giving

Habitat for Humanity – MidOhio’s Millard Fuller Society – Together, we’re building for the future

What is the Best Asset to Contribute?

The type of asset you give and the way you transfer it to Habitat MidOhio will determine the tax and financial benefits resulting from your gift; certain kinds of gifts may be more advantageous than others.  It pays to plan your gift in order to secure maximum benefits.

1. Gifts of Cash

2. Gifts of Appreciated Securities

3. Gifts of Real Estate

4. Gifts of Life Insurance Policies

5. IRA Charitable Rollover

Two Ways You Can Make a Gift and Receive Income for Life

Perhaps you are unable to make a large outright gift of cash, securities, or rental real estate because all of the income generated by these assets is needed.  If so, you could transfer the assets for what is known as a “life-income plan,” whereby you and/or another person receive a stream of payments for life.  Life-income gifts can be made in then form of charitable remainder trusts or gifts annuities.

1. Charitable Remainder Trusts

2. Charitable Gift Annuities

Please consider making a legacy gift to continue the fight against poverty housing beyond your lifetime. For more information contact Brian Canavan at (614) 364-7031 or BCanavan@HabitatMidOhio.org.

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