Leave Your Lasting Legacy

The easiest way to make an impact.

A gift in your will or trust.

Plan Now, Give Later.

A charitable bequest to Nevada County Habitat enables you to retain control over your assets during your lifetime and support the community you love later.

Interested in giving to Nevada County Habitat for Humanity but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure your charitable intentions continue for years to come is a gift in your will or trust, known as a charitable bequest.

What assets can you use for a charitable bequest?

You can use the following assets for a bequest:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Tangible Personal Property
  • Closely Held Stock
What are the benefits of your bequest?
  • Receive an estate tax charitable deduction
  • Lessen the burden of taxes on your family
  • Leave a lasting legacy
What are your bequest options?

A bequest may be made in several ways:

  • Gift of a percentage of your estate
  • Gift of a specific dollar amount or asset
  • Gift from the balance or residue of your estate
What about Beneficiary Designations?

You can name us beneficiary of the following assets:

  • Retirement Plan Assets
  • Life Insurance
  • Commercial Annuities
  • Bank Accounts, Certificates of Deposit or Brokerage Accounts
How easy is are Beneficiary Designations?

Not only is it an easy way to give, but it’s also flexible—you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

How It Works

Charitable Bequest

A charitable bequest is language in your will or trust that leaves to Nevada County Habitat a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate. By including a bequest to us in your will or trust, your gift entitles your estate to maximum charitable tax deductions afforded by federal law.

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Beneficiary Designations

You can also support Nevada County Habitat with our mission after your lifetime with a beneficiary designation. Just name us as a beneficiary to receive assets such as retirement plans and life insurance policies after you’re gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Consult a Tax Expert

The information here is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Any references to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

Thank you!

“I always felt like education was my bright star at the end of a dark tunnel,” Sharon tells us. After graduating from Nevada Union in 2000 she started a nursing program, but had to quit when she had significant complications during her pregnancy with her first child. She eventually returned to school, but has been able to only take a class or two at a time because of her need to care for her children and to work. But she won’t ever give up.

“I never dreamed having a Habitat for Humanity home would be possible — but it is! We’ve been provided a surprise light! Just knowing I’ll have a safe place to call home, where I can hear my children laughing and playing in the back yard, my heart is filled with gratitude.”

Impacting Lives

“During the five years in our Habitat home my faith has strengthened, especially in myself. Our lives have changed exponentially. This truly is a ‘forever home’ for us.” —Corinne

“I know it’s an overused phrase, but this was a real dream come true for me. And the dream for my children came true. For the first time in my life I have a future with ground under my feet that won’t disappear.” —Nicole

“Through Nevada County Habitat for Humanity I was given the tools and opportunity to succeed and the stepping stone to advance our lives. My Habitat home was a real, solid and safe place for me and my family.” —Amanda

Still Have Questions?

Planned Giving Form

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