Help us bring hope to future generations of families in need.

When you give to Milwaukee Habitat for Humanity through your estate or long-term financial plans, you are building a legacy by ensuring that later generations can secure decent, safe and affordable housing.

For more information about making a planned gift, contact Patti Oliver, Development Officer, at 414-316-5611 / poliver@milwaukeehabitat.org

Milwaukee Habitat Tax ID: 39-1496741

The Legacy of Robert and Evelyn Klug

In August 2013, Milwaukee Habitat received a legacy gift from the estate of Robert and Evelyn Klug, who passed away in 2011 and 2013, respectively. They had been supporters of Milwaukee Habitat since 1995.

The Klugs had a rich life in retirement as active volunteers for many civic and charitable causes. They were well known for their big hearts, devoting countless volunteer hours and financial support. Bob and Evie were the embodiment of happiness through service.

According to an Allianz American Legacies study, a true legacy is a combination of emotional and financial elements, while an inheritance is simply financial. Mr. & Mrs. Klug established a legacy that provides for future generations and reflects their personal history, values and vision.

Klugs

Robert and Evelyn Klug with their grandsons Nate and Sam in 1989

Planned Giving Opportunities

Bequests

Bequests of any size are appreciated. Whether you wish to donate your entire estate, a portion of your estate, a fixed dollar amount, or a percentage of your assets, bequests are easy to make. If you already have an existing will, your attorney can help you add a new gift or change a provision by making a simple amendment (a codicil).

Learn more about how you can support Milwaukee Habitat by making a bequest.

Retirement Plan

Retirement plan assets may be an advantageous gift since the combined effect of income and estate taxes that can result from leaving these assets to your family may be 75% or more.  We suggest that you talk with your advisors about whether this type of gift will work for you.

Learn more about how you can support safe, decent, affordable housing through your retirement plan.

Life Insurance

Like reviewing your will, it’s a good idea to periodically evaluate all of your insurance policies to determine their current relevance to you and your family. Consider naming Milwaukee Habitat as a percentage beneficiary of your life insurance policy – what may seem like a small amount could turn out to make a huge impact.

Learn more about how you can help build homes, communities and hope in Milwaukee through your life insurance. 

Donor-Advised Fund (DAF)

A donor-advised fund, or DAF, is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes. Donor-advised funds can easily be set up through a community foundation or your financial institution. If you already have a donor-advised fund that participates in DAF Direct, you can recommend grants to support Milwaukee Habitat for Humanity directly below.

Already Designated Milwaukee Habitat?

Thank you for including Milwaukee Habitat in your estate 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.

Record Your Gift

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