When you think of planned giving, you may think you have to win the lottery or be wealthy to make a large gift to Habitat, but that’s not the case! In fact, planned giving is simple technique that can enable anyone to increase the impact of their support for Habitat and receive tax benefits at the same time.

On some level, all gifts are planned.  Most of us take some time to carefully think about what we want to support, how much we can afford to contribute, and how our money will be used — that’s planning! By thinking about the possibility of helping Habitat with its mission to provide simple, decent homes for families with low income now, you can rest assured in knowing that our mission will continue to be met for years to come.

Please contact our Resource Development Director, at 413-586-5430 or resource@pvhabitat.org for more information about setting up a lifelong gift for Pioneer Valley Habitat, and changing the lives of families in the Valley for years to come. Thank you!

Traditional Planned Giving Vehicles:

Some of the most popular methods of planned giving are outlined here. Please consider this information as a starting point. The most effective planned gifts are made in coordination with an estate plan.  To provide the most benefit to Pioneer Valley Habitat for Humanity, please consult with an attorney and tax advisor prior to making any planned gifts.

Gifts that Give Back to You:

There are several ways you can make a significant future gift to us while retaining, or in many cases increasing, the income you receive from the asset.  Because you receive income in return for your gift, your charitable deduction is limited to the portion of the gift that will ultimately pass to Habitat for Humanity.  We would be happy to discuss any of these methods with you in more detail or share sample illustrations of how a life income gift can benefit you first, then eventually Pioneer Valley Habitat.