A Gift in Your Will or Living Trust

 

Interested in helping Habitat for Humanity of Teller County with our mission but feel overwhelmed by the thought of writing another check or giving up your 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.

A charitable bequest is one or two sentences in your will or living trust that leave to Habitat for Humanity of Teller County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

By including a bequest to HFHTC in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

 

 

 

 

 

Learn How to Fund It

You can use the following assets to fund a bequest:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Tangible Personal Property
  • Closely Held Stock

 

 

Next Steps

  1. Contact Habitat for Humanity of Teller County at 719-687-4447 or colleen@tellerhabitat.org or jamie@tellerhabitat.org for additional information on bequests or to chat more about the different options for including HFHTC in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include HFHTC in your plans, please use our legal name and federal tax ID.

 

Legal Name: Habitat for Humanity of Teller County
Address: 700 Valley View Dr., Woodland Park, CO, 80863
Federal Tax ID Number: 84-1513509

 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.