What Is Planned Giving?

Planned giving is a powerful way to support Habitat for Humanity of Tuscaloosa in the future—without affecting your finances today. These gifts can be simple, flexible, and create a lasting impact.

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Ways to Leave Your Legacy:

 

📝 Bequests (In Your Will or Trust)

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✅ Benefits:

• Easy to add or revise

• May reduce estate taxes

• Leave any amount or asset

• Sample Bequest Language:

  • “I give [percentage or amount] to Habitat for Humanity of Tuscaloosa, EIN 63-0949219, a nonprofit located at 2222 9th Street, Suite 201, Tuscaloosa, AL 35401.”

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💳 Donor Advised Funds (DAFs)

Recommend a grant or name us as a successor beneficiary.

✅ Benefits:

• Immediate tax deduction

• Flexible & strategic giving

• Use your DAF like a charitable checking account

🟢 Learn more about making a DAF gift 

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💼 Retirement Assets (IRA, 401(k), 403(b))

Name Habitat for Humanity of Tuscaloosa as a beneficiary. If you’re 70½+, consider a Qualified Charitable Distribution (QCD).

✅ Benefits:

• Avoid income taxes on unused retirement assets

• Easy to set up online

• Reduces taxable estate

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🛡️ Life Insurance Gifts

Name us as a full or partial beneficiary of a new or existing policy.

✅ Benefits:

• Low cost, high impact

• May offer tax deductions

• Great option if other assets are already committed

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🏠 Appreciated Assets (Stocks or Real Estate)

Support our mission and avoid capital gains taxes by donating appreciated property.

✅ Benefits:

• Maximize tax savings

• No capital gains tax

• Easy process via your broker

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🎁 Why Give a Legacy Gift?

• Create long-term affordable housing solutions

• Inspire others in your family and community

• Honor a loved one through memorial giving

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🧭 Get Started Today

📞 Call us: (205) 349‑4629
📩 Email us: info@habitattuscaloosa.org
🌐 Visit: habitattuscaloosa.org/planned-giving

🟢 Schedule a Confidential Legacy Giving Consultation

 

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“You make a living by what you get. You make a life by what you give.”

— Winston Churchill

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Habitat for Humanity of Tuscaloosa
2222 9th Street, Suite 201, Tuscaloosa, AL 35401
Phone: (205) 349-4629 • Email: info@habitattuscaloosa.org
EIN: 63-0949219

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