Your planned gift helps our neighbors in Thurston County become and remain successful homeowners.

Anyone can make a planned gift, leave a legacy, and provide enduring support to Habitat’s work.

A planned gift is a philanthropic gift from your will, living trust, retirement plan, or other estate assets. A legacy gift can allow you to maintain assets during your lifetime and often provide tax advantages for you and your loved ones — some options can provide you with immediate income.

Speak with us.

We’re happy to walk you through your planned giving options with South Puget Sound Habitat. Contact Shawna Dutton, Director of Development, at 360-859-4842 or [email protected]  to learn more.

Bequests

With a simple statement in your will or trust, you can make a gift to ensure that South Puget Sound Habitat can continue to partner with families on affordable homeownership solutions.

Residual Bequest

A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to South Puget Sound Habitat for Humanity.

I hereby give, devise, and bequeath to South Puget Sound Habitat for Humanity, a nonprofit organization located at 1216 2nd AVE SW, Tumwater, WA 98512, Federal Tax ID #91-1427020, ALL OR A PERCENTAGE of the rest, residue, and remainder of my estate to be used for South Puget Sound Habitat for Humanity’s general use and purpose.

Specific Bequest

A specific bequest involves making a gift of a specific asset such as real estate, a car, other property, or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to South Puget Sound Habitat.

Specific dollar amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to South Puget Sound Habitat for Humanity, a nonprofit organization located at 1216 2nd AVE SW, Tumwater, WA 98512, Federal Tax ID #91-1427020, for South Puget Sound Habitat for Humanity’s general use and purpose.

Specific personal property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to South Puget Sound Habitat for Humanity, a nonprofit organization located at 1216 2nd AVE SW, Tumwater, WA 98512, Federal Tax ID #91-1427020, for South Puget Sound Habitat for Humanity’s general use and purpose.

Specific real estate
I hereby give, devise, and bequeath all of the rights, title, and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to South Puget Sound Habitat for Humanity, a nonprofit organization located at 1216 2nd AVE SW, Tumwater, WA 98512, Federal Tax ID #91-1427020, for South Puget Sound Habitat for Humanity’s general use and purpose.

Contingent Bequest

A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to South Puget Sound Habitat for Humanity.

If any of the beneficiaries named in this will or trust should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to South Puget Sound Habitat for Humanity for unrestricted use to advance their mission of building homes, community, and hope.

Restricted Bequest

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give South Puget Sound Habitat for Humanity flexibility should it no longer be possible for us to use your gift as you originally intended:

If, in the judgment of the Board of Directors of South Puget Sound Habitat for Humanity, it shall become impossible for South Puget Sound Habitat for Humanity to use this bequest to accomplish the specific purposes of this bequest, South Puget Sound Habitat for Humanity may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Gifts with financial benefit to you

If you are considering a planned gift with financial benefits, we recommend that you speak directly with your financial advisor and a planned giving representative at South Puget Sound Habitat.

Gifts that provide income include:

  • Charitable gift annuity

  • Charitable remainder trust

Gifts with potential tax benefits for you and your loved ones include:

  • Gifts of stock

  • Retirement plan beneficiary designation

  • Gifts of life insurance

  • Gifts of real estate

Share your legacy with us.

Please let us know if you have included Habitat for Humanity in your will or estate plan or by beneficiary designation. We want to welcome you into the Legacy Society and make certain we understand your intentions on how your gift can be used to serve families.

Requests for anonymity will be honored.

LET US KNOW

Your support creates lasting, tangible change for local families in need of improved housing.

When you make plans to include South Puget Sound Habitat in your will or trust, you become an integral partner in bringing people together to build homes and strong communities.

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