Planned Giving
Unlike a cash gift, a planned gift is typically made from assets in your estate, rather than from disposable income, and comes to fruition after your lifetime.
By naming Northwoods Habitat for Humanity as a beneficiary of your will, living trust, or retirement plan assets, you help bring hope to future generations of families in need. While some gifts are large, it is not the size of the gift that counts. It is the desire to make a difference and to make an impact through strategic planned giving and to leave a lasting legacy. Your gift allows you to transform the lives of your hardworking, low-income neighbors, and revitalize your city’s neighborhoods for decades to come.
By naming Northwoods Habitat for Humanity as a beneficiary of your will, living trust, or retirement plan assets, you help bring hope to future generations of families in need. While some gifts are large, it is not the size of the gift that counts. It is the desire to make a difference and to make an impact through strategic planned giving and to leave a lasting legacy. Your gift allows you to transform the lives of your hardworking, low-income neighbors, and revitalize your city’s neighborhoods for decades to come.
Popular Types of Planned Gifts
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Bequests
A bequest is a gift made through a will or living trust. It is typically a set dollar amount or percentage of an estate that goes to a charity after the donor's death. Bequests are the most popular planned gifts, the easiest to make when updating one's documents, and typically cost nothing -- except legal fees incurred -- during a donor's lifetime. |
Beneficiary Designation Forms
A donor can designate a charity as a beneficiary of any financial account (i.e., bank accounts, investment accounts and retirement accounts) and certain life insurance policies. It is typically a set dollar amount or percentage of an account that goes to a charity after the donor's death. Notably, unlike a will or Living Trust, there is no fee for the completion of such a form. Donors are required to utilize the form provided by the applicable administrator. |
Other Types of Planned Gifts
Appreciated Securities (Gifts of Stock)
Qualified Charitable Distribution
Gift of Real Estate
Personal Property
Charitable Gift Annuity
Charitable Remainer Trust
Charitable Lead Trust
Qualified Charitable Distribution
Gift of Real Estate
Personal Property
Charitable Gift Annuity
Charitable Remainer Trust
Charitable Lead Trust
If you are interested in a planned gift, please consult with your attorney or financial advisor on how to proceed and to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.
Legal Name and address to use:
Northwood Habitat for Humanity
PO Box 1067
Bemidji, MN 56619
Tax ID Number: 41-1657201
Legal Name and address to use:
Northwood Habitat for Humanity
PO Box 1067
Bemidji, MN 56619
Tax ID Number: 41-1657201
For more information on planned giving, please visit myhabitatlegacy.org
