Planned Giving

What is Planned Giving?

Planned giving is a form of major gifts, made during a lifetime or at death as part of a donor’s overall financial and/or estate planning. Many people think of a will as the easiest way to transfer assets after their lifetime, but it doesn’t cover everything. Retirement plans, IRAs, life insurance and insurance annuities are not controlled by the terms of your will, but instead use separate beneficiary forms to determine who receives them. These beneficiary designations override your will when it comes to passing along these assets at your death, making them effective and easy ways to leave a legacy.


Explore the options below or contact Lori Rubin, Resource Development Director, or Kevin Pelkey, Executive Director, to discuss ways to leave a legacy in our community.

Ways To Leave Your Legacy with Lakes Area Habitat for Humanity

Envelope with Last Will and Testament

Create a Will for Free

Creating your will is easier than ever before with our online tool, FreeWill. You can complete a will, advance care directive, and more, all for free.

Habitat For Humanity CEO Build 2023

Beneficiary Designation

A retirement plan or IRA will be the largest source of assets that generate taxable income when paid to the beneficiary. Therefore, if you are considering a gift to a charity after a lifetime, it is usually better to leave nontaxable assets (such as stocks and real estate) to your loved ones and the taxable assets from a retirement account or IRA to a tax-exempt charitable organization such as Lakes Area Habitat for Humanity.

Habitat For Humanity CEO Build 2023

Gift Intent

It can often be difficult to plan and make sure that your gifts are used in line with your wishes if they are left unknown. But more importantly, we want to say thank you for considering our work as a part of your legacy.

We know that life circumstances can change and you may need to alter or reconsider your gift in the future. That’s all right — reporting your gift today does not obligate you now nor in the future. Please click the button below to let us know if you've named us as a gift in your will or trust.