Planned Giving

Your gift empowers people to become self-reliant, successful homeowners in their communities.

You can start your Habitat for Humanity Susquehanna legacy by calling or emailing Megan Lally at 410-638-4434 x 7240 or mlally@habitatsusq.org.

Extend your support for Habitat for Humanity Susquehanna and make a lasting impact on families in need of a decent and affordable place to call home right here in our community.

Whether you would like to put your donation to work today or benefit families after your lifetime, you can find a plan that fits your needs. Together, we can come up with a plan that lets you provide for your family while helping other families through our charitable bequest program.

There are many options to leave a lasting impact through Habitat, including gifts that cost you nothing now, gifts that make an impact now, gifts that also include financial benefits for you and more. We can help you plan your personal legacy in a way that’s right for you.

A gift which costs you nothing now is a general gift bequestThe following language may help you and your attorney when drawing up a bequest that meets your needs.

If you intend to leave an outright gift of cash, securities or other property by designating a specific dollar amount, a particular asset or a fixed percentage of your estate to Habitat for Humanity to be used for general purposes:

After taking care of all expenses, debts and other provisions, I give, devise and bequeath ___ percent of the rest and residue [or $___ if a specific amount] to Habitat for Humanity Susquehanna, Tax ID# 52-1848933, offices at 205 S. Hays St. Bel Air, MD 21014 .

Two way to give that can actually pay you are: 

  1. Charitable remainder trust: through a charitable remainder trust, you can receive income for life and reduce your taxes while supporting Habitat for Humanity Susquehanna by transferring assets to fund the trust. Not only does this pay income to you or your beneficiaries for life, but you also receive an income tax deduction the year you transfer assets to the trust. The remaining portion of the trust, after all payments have been made, goes to Habitat for Humanity Susquehanna.

  2. Charitable gift annuities: You can transfer assets to a charitable gift annuity and receive income for life. This plan allows you to give a substantial donation to Habitat for Humanity while receiving tax-favored income for life. Charitable gift annuities offer attractive payout rates for those who want to receive income and provide families the opportunity to become self-reliant through safe, affordable housing.

Consult with your tax advisor and lawyer to determine which planned gift strategy is best for you.

For more information or if you have any questions, please contact mlally@habitatsusq.org or (410) 638-4434 x7240.