Become an Eternal Builder
You can create a lasting difference in your community by making a planned gift to Habitat for Seminole-Apopka.
No matter your income, with thoughtfulness and vision, planned gifts allow generous partners like yourself to make meaningful gifts to help build stronger communities and futures for Central Floridians in need.
These gifts often qualify for significant tax deductions also; please consult with your tax accountant or financial planner for proper guidance.
Wills & Family Trusts
A bequest to Habitat creates a memorial that lives on and helps change lives for local families for generations to come. Ask your attorney to include a bequest to Habitat for Humanity Seminole-Apopka in your will.
Gifts of IRA Funds
Certain tax provisions allow individuals to make distributions from their IRA accounts directly to a charity without recognizing the distribution as income and is, therefore, not taxable.
You’d like to help, but need the income; or maybe you have a highly-appreciated stock that pays a low dividend, but don’t want to trigger the capital gains tax. Whether funded with cash or stock, a gift annuity will provide a handsome cash flow that may be partially tax-free! You’ll also get a partial tax deduction now.
Gifts of Life Insurance
Endowments through gifts of life insurance are among the most innovative planned giving vehicles and suit the needs of many different donors. With life insurance, Habitat is designated as a beneficiary of a life insurance policy, which can be used to create a philanthropic fund upon a donor's passing, allowing their surviving family to continue their charitable interests. An existing policy can be transferred and Habitat Seminole-Apopka can be named as the owner. At the time of transfer, a current deduction equal to the net cash value of the policy can be taken. All future premium payments, when paid, would be a current tax deduction
Gifts of Stock
Do you have shares on long-term appreciated stock you might consider donating? You can simply transfer these shares directly to Habitat Seminole-Apopka. You’ll get a full tax deduction for the entire market value, avoid capital gains, and do your part in helping to create stronger communities.
There may be other strategies available that can help you preserve your estate for your family while still furthering the vision of building strong, thriving neighborhoods here in Seminole-Apopka and around the globe.
251 Maitland Ave. Suite 112
Altamonte Springs, FL 32701
P.O Box 181010
Casselberry, FL 32701