Planned Giving

Leave Your Legacy

Join our Legacy Society

Your planned gift to Bryan/College Station Habitat for Humanity offers many potential advantages, including federal estate tax savings, a reduction of capital gains taxes and an opportunity to increase your spendable income! Besides this, you will be inducted in the our organization’s Legacy Society, and your gift can be multiplied, making a lasting contribution to our long-term growth.

Planned Giving

Thinking of the future can be a daunting task, especially when it comes to planning your estate. However, this is one of the most important things you can do to protect your beneficiaries from unforeseen circumstances. While doing this, you may seem torn between the various causes you support and how you would like to leave your legacy behind with them. With B/CS Habitat for Humanity, you can leave a legacy behind that serves your community for generations to come.

Meet Our Partners

Mark Browning

Senior Vice President Trust Officer
Extraco Banks

(979) 823-8826
mbrowning@extracobanks.com

Learn How to become a partner

Types of Planned Giving

Bequests

A bequest through a will is the most common type of planned gift and does not draw on assets during a donor’s lifetime. Amounts can be estate distributions of cash, securities, real estate, or personal property. Types of bequests include a percentage amount, a fixed-dollar amount, a residual amount, or a contingent amount. Important estate tax savings may result from a bequest. Contact us for suggested bequest language.

Charitable Remainder Trusts

CRTs allow a donor to make a gift to Bryan/College Station Habitat for Humanity while at the same time achieving several other financial objectives. When you create a CRT, you irrevocably transfer money, securities, real estate, or other assets to a trust that will then pay you an income for life of for a period of years. If you wish, the trust can also pay an income to another beneficiary. At the death of the surviving beneficiary, the remaining principal in the trust would go to Bryan/College Station Habitat for Humanity.

Life Insurance

Many donors choose to give life insurance policies to their chosen organization either as an immediate gift or as a provision upon their passing. This can be an easy way to make a gift to the Bryan/College Station Habitat for Humanity without revising your will and may have advantageous estate tax consequences. Donors may make Bryan/College Station Habitat for Humanity either a beneficiary or an owner and beneficiary of a life insurance policy. Contact us to talk about how you can make Bryan/College Station a beneficiary to your life insurance policy.

Retirement Plans

Donors may consider making Bryan/College Station Habitat for Humanity a primary of contingent beneficiary of a percentage of their pre-tax qualified retirement plan, such as an Individual Retirement Account, 401k, 403b, or Thrift Savings Plan to name a few. This is done via a beneficiary designation form. These pre-tax assets are received by a qualified nonprofit free from income tax liability, leaving other tax-friendly assets available to pass along to your family and other heirs. Contact us to learn more about how to make B/CS Habitat a beneficiary for your retirement plan.

Homes, Communities, Hope

Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.

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