A legacy of Giving
With any planned gift option you are considering, contact your financial advisor or attorney for professional advice. Planned gifts allow generous partners like you to make meaningful gifts you may have never thought possible.
Your gift to Habitat for Humanity, The Heart of Wyoming enables us to help local families build strength, stability, and self-reliance through homeownership for many years to come.
A will or living Trust
Interested in supporting Habitat for Humanity, The Heart of Wyoming’s mission, but overwhelmed by the thought of writing another check or giving up assets today? A simple, flexible, and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
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How it Works
Establishing a will or living trust is a means of extending your love, care, generosity, and gratitude to family and friends. It is also an excellent way to support our mission to build homes, communities, and hope for local families after your lifetime.
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Bequests allow individuals to make more significant gifts than they could during their lifetime to support our work. In addition, gifts through a will or living trust are flexible; they can be changed as individuals’ circumstances in life change. Relationships and situations change. You are free to change your will or living trust entirely at any time.
With any planned gift option you are considering, contact your financial advisor or attorney to get professional advice on the right decisions for your lifestyle.
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will or living Substitutes
Passionate about supporting Habitat for Humanity, The Heart of Wyoming’s mission beyond your lifetime? It is not only possible, but it is simple to do with a beneficiary designation. Just name Habitat for Humanity, The Heart of Wyoming, Inc. as a beneficiary to receive assets such as your retirement plans and life insurance policies after you’re gone. This approach is an easy way to give—simply fill out a form separate from your will or living trust.
Retirement Plans and IRAS
If you want to make a difference after your lifetime, consider a tax-wise gift from your retirement plan or IRA. Here’s why:
A retirement plan or IRA is typically the largest source of assets that generate taxable income when paid to a beneficiary. More than one-half of your retirement plan could be subject to income and estate taxes. Therefore, if you consider a gift to Habitat for Humanity, The Heart of Wyoming, Inc., it may be advantageous to leave taxable assets to us and give nontaxable assets to your loved ones.
Life Insurance Policies
Maybe you once needed life insurance for your loved ones, but now your family’s requirements have changed. Why not use the insurance policy to help advance The Heart of Wyoming’s mission?
Not only will you make a substantial gift at a low cost, but it’s revocable at any time should you need to change your plans. You can designate Habitat for Humanity, The Heart of Wyoming, Inc. as the beneficiary for all or a percentage of your life insurance policy’s death benefit.