building for a lifetime
Charitable Lead Trusts – Charitable Lead Trusts are a great option if you want to benefit from the tax savings that result from supporting us, yet don’t want to give up any assets you would like your family to receive someday.
Real Estate – Want to make a big gift to us without touching your bank account? Consider giving real estate. It helps us continue our work for years to come and helps you. When you give us appreciated property you have held longer than one year, you get a federal income tax charitable deduction. You avoid paying capital gains tax and you no longer deal with property maintenance cost, taxes or insurance. You can deed the property directly to us or ask your attorney to add a few sentences in your will or trust agreement.
Memorial and Tribute Gifts – Establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
Endowed Gifts – An endowment gift to our Building for a Lifetime Fund today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.
Donor Advised Funds – Are you looking for an easy, cost-effective way to support us? A donor-advised fund, similar to a charitable savings account, may be the right choice for you. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend—but not direct—how much and how often money is granted to us—sometimes as easily as using a Web portal. You would avoid the cost and complexities of managing a private foundation.
Stocks – If you hold stock in a closely held business, you may be able to use that stock as a powerful way to support our future. The most common form is in an outright gift, but can also be disbursed through will/living trust, charitable gift annuities, charitable remainder trusts or charitable lead trusts. You can gift appreciated stock and avoid realizing the capital gains. You receive a tax-deduction for the total amount of the gift, and the cost basis transfers to Habitat for Humanity of PBC so you do not have to pay tax on the capital gains.
Tax Credits – You can support our mission through a donation for tax credits. We regularly apply for annual tax credit opportunities, and can submit applications upon request for other tax credits available (pending government approval of annual tax credits). These are generally eligible for individuals who operate a sole proprietorship, operate a farm, have rental property or have royalty income, shareholders in S-corporations, partners in a Partnership or a member of a Limited Liability Corporation.