Planned Giving


Planned Giving

Planned giving allows individuals to make meaningful contributions that support the long-term goals of Habitat Chesapeake while potentially offering tax benefits now, to your estate, or even providing income throughout your lifetime.

There are various ways to leave a lasting legacy through planned giving, including:

  • Charitable gift annuities
  • Charitable trusts/remainder trusts
  • Real estate
  • Life insurance
  • Bank accounts and IRAs
  • Non-marketable securities, including business interests
  • Antiques, artwork and other valuable personal property
  • Gifts of stock and securities

With many planned giving opportunities available, our team is here to help you choose the option that best matches your goals. Habitat Chesapeake is committed to working with you confidentially to ensure your gift reflects your intentions and values, whether you choose to act now or later. While we do not provide legal, financial, or tax advice, our staff members are happy to assist. Please reach out to Paul Erbes for more information or complete the form below to start the conversation about your planned giving options.

Planned Giving Inquiry

Name

Gratitude from the Community

Jane
Whitney
Stephane