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.
Check Out This Potential Scenario
Learn How to Fund It
You can use the following assets to fund a bequest:
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- Cash
- Appreciated Securities
- Real Estate
- Tangible Personal Property
- Closely Held Stock
Next Steps
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.