- Estate gifts can be funded with cash, securities, real estate or other property.
- A gift of all or a portion of the “residue” of your estate refers to property remaining after all distributions to family and others have been satisfied.
- Gifts may be stated in terms of a percentage of an estate, thereby allowing gifts to increase or decrease depending on the value of the assets remaining.
- Increasingly popular gift planning tools enable you to make a meaningful gift while enjoying increased income (for life or for another determined period of time), tax savings and other benefits.
If you would like to include Habitat LA in your will or estate plans, please contact Amy Flynn (pictured above), our Director of Major Gifts, at 310-818-5229 or email@example.com. Amy will be pleased to provide you and your advisors with ways you can provide a lasting legacy while preserving financial security for you and your loved ones.