Planned Giving

When you make a gift to Habitat for Humanity of Omaha, you become an integral partner in building strength, stability and self-reliance through shelter. We know that safe, quality, affordable housing provides a cornerstone for families to build healthier lives full of promise for their future. By partnering with Habitat Omaha, homeowners and people looking to purchase a home access necessary resources while investing in themselves and their communities. These outcomes create positive change that can impact families for generations.

Plan your legacy

Your donation through your will, trust or other account will be your personal legacy of building a world where everyone has a decent place to live.

Have you made a planned gift to Habitat Omaha or do you intend to do so? Let us know by completing our planned giving form we so we can enroll you in the Legacy Builder Society.

Your planned gift can help even more families for generations to come when incorporated into our Endowment. Learn more by contacting John Haske, Chief Development Officer, at jhaske@habitatomaha.org or (402) 884.5782.

Types of planned gifts:

Bequests & Estate Plan Gift
You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Habitat for Humanity of Omaha as a beneficiary of a retirement plan or life insurance policy. The amount left to Habitat Omaha can be expressed as a dollar amount or as a percentage of the assets to be given.

Life Insurance
You can make Habitat Omaha the beneficiary of a life insurance policy, and your estate will receive a charitable deduction from estate taxes for that gift.

Gifts of Stock
Your broker can assist you in making a gift of stock via a direct transfer to Habitat Omaha. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

Gifts of Real Estate
Real estate can be given outright, and you receive a current income tax charitable deduction for a portion of the property’s value.

Retirement Planned Gifts (IRA Minimum Distributions)
A retirement plan can be a tax-efficient and simple way to give to Habitat Omaha through your estate plan. You can name Habitat Omaha as a beneficiary on your plan’s beneficiary designation form. Most retirement plans (other than Roth IRAs) are subject to income taxes and sometimes estate taxes if left to an individual beneficiary. However, a charity beneficiary does not pay income or estate taxes on the distribution.

You may also be able to make a gift to charity with a distribution from your Individual Retirement Account (IRA), and take advantage of tax savings. Americans over the age of 70½ can distribute up to $100,000 in a calendar year from an IRA to Habitat Omaha, tax-free. This distribution is beneficial to IRA owners who are required each year to take minimum required distributions, which are included in their gross income for income tax purposes.

Questions?

To learn more, please contact our Development Team at Development@habitatomaha.org.