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Planned Giving & the
Legacy Foundation

Do you hope for a community with healthier kids, greater academics, stronger neighborhoods, and affordable homeownership? Your planned gift to Habitat’s Legacy Foundation creates a lasting impact in all of these areas and beyond! Habitat homeowner partners are strong, stable, and self-reliant. They build on the foundation of homeownership to create a generational impact—passing these experiences and virtues on to their children.

What is planned giving?

Planned or legacy giving allows you to customize your giving to leave a lasting impact in a manner that is consistent with your charitable goals and financial situation. There are many options including gifts that cost you nothing now, gifts that make an impact now, gifts that provide financial benefits to you, and more. With careful planning, you’ll be able to establish a meaningful legacy that provides affordable homeownership for neighbors in need for years to come. We can help you plan your personal legacy in a way that is right for you. Our Development Team can answer your questions on gifts donated over time and can assist you in choosing a gift option.

What is Habitat's
Legacy Foundation?

With your planned gift, you’ll join other Habitat friends in supporting a future of homeownership for the community. Your membership provides for quality and affordable homes and supports a positive impact in our neighborhoods for generations.

Make an impact now, leave a
legacy forever!

How to leave your legacy:


Make a bequest by directing an attorney or advisor to include language an attorney or advisor include language in your will or trust: I give, devise and bequeath to Habitat for Humanity of Chester County, a nonprofit corporation located at 1220 Valley Forge Road Suite 16, Phoenixville, PA 19460, Tax ID: #23-2549743 ________% of my estate the sum of $________.  ________% of the residue of my estate as an unrestricted gift.

Retirement Assets

IRAs and 401(k)s are popular ways to make gifts and can help avoid taxes when inherited. IRA charitable rollovers (also known as Qualified Charitable Distribution) are a simple way to make a gift. Additionally, you can ask your account custodian for a beneficiary designation form to name Habitat for Humanity of Chester County as a beneficiary.

Real Estate

Giving a home or land is a wonderful way to support our mission and may provide excellent tax benefits.

Life Insurance

Habitat for Humanity of Chester County can be named as the sole, partial, or contingent beneficiary of a policy. This may translate into a large gift for Habitat (and a tax deduction) with little cost to you.

Investment Assets

Gifts of stocks, bonds, and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will.

For more information on Planned Giving, contact Christy Kane at or 610-384-7993 ext 119.


We advise you to consult with your tax advisor and lawyer to determine which planned gift strategy is best for you. If you need help navigating your finance options, we recommend the following brokerage firm:

Cetera Investment Services LLC Attn: Account Transfer Department
400 1st Street South Suite 300

St. Cloud, MN  56301
320-656-4300, x64682

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