"I wish I could do more..."
What if we said, “You can do something extraordinary”?
As part of our Legacy Society, a planned gift that you designate in your will or trust can ensure families have the security of owning a home for generations to come.
A common misconception is that planned giving is only for the wealthy. The truth is, people just like you can make a big difference. A planned gift is typically made from assets in your estate rather than disposable income, and comes to fruition after your lifetime. It can be simple and low-cost to you right now. The most common way to leave a planned gift is in your will.
By letting us know your intentions to make a planned gift, you become a member of Milwaukee Habitat for Humanity’s Legacy Society. If you’ve already done this, please let us know, so we may thank and recognize you!
For more information contact Donor Relations Manager Kelly Schlicht at 414-316-5611 or email@example.com.
Legacy Society Stories
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Gift in Your Will
Whether you wish to donate a portion of or your entire estate, a fixed dollar amount, or a percentage of your assets, gifts in your wills or trusts in any amount are easy to make.
Retirement or Life Insurance Plans
Retirement plan or life insurance assets can be advantageous as charitable estate gifts to relieve the burden of income and estate taxes on your loved ones.
Qualified Charitable Distributions
Give a planned gift in your lifetime! If you’re 70 ½ years or older, you can make a Qualified Charitable Distribution from your IRA directly to Milwaukee Habitat.
Donor Advised Fund
A donor advised fund, or DAF, is a charitable giving program that allows you to combine tax benefits and supporting your favorite causes, which can easily be set up through a community foundation or your financial institution.
Already Designated Milwaukee Habitat?
Thank you for including Milwaukee Habitat for Humanity in your will or financial planning. Please provide the following information to ensure that we have accurate records so that we can provide the best stewardship of your gift. This is not a binding legal document, and your information will be kept confidential.