Planned giving: Leave a Legacy
Please consider creating a will. More than 60% of all American die without a will, leaving the decisions about their assets completely out of their control at the death.
Please consider remembering Habitat for Humanity of the St. Vrain Valley in your estate plans. A bequest will provide crucial funds for Habitat for Humanity of the St. Vrain Valley and will enable you to leave a larger gift to support our work than you may have ever thought possible!
Benefits
This is an easy way to leave a legacy to Habitat for Humanity of the St. Vrain Valley. Your assets remain under your control until death and you can direct your gift exactly as you want. You may also be eligible for an estate tax deduction, depending on the size of your estate, and there is no upper limit on the estate tax deduction for charitable bequests, like those to St. Vrain Habitat.
How it Works
Your attorney will need this information to include in your estate plans:
Habitat for Humanity’s Federal Tax ID: 84-1092616
Date of Incorporation: January 1987
Sample Bequest Language
You can use the following language in your will to support Habitat for Humanity of the St. Vrain Valley:
Percentage of Estate:
I give Habitat for Humanity of the St. Vrain Valley, PO Box 333, Longmont, CO 80502-0333 ________% of my estate to be used in such a manner as the Board of Directors of Habitat for Humanity of the St. Vrain Valley shall, in its sole discretion, determine.
Fixed Amount:
I give Habitat for Humanity of the St. Vrain Valley, PO Box 333, Longmont, CO 80502-0333, the sum of $________ to be used in such a manner as the Board of Directors of Habitat for Humanity of the St. Vrain Valley shall, in its sole discretion, determine.
Residue of Estate (after probate costs and other expenses):
I give to Habitat for Humanity of the St. Vrain Valley, PO Box 333, Longmont, CO 80502-0333 __________ % of the rest and residue of my estate to be used in such a manner as the Board of Directors of Habitat for Humanity of the St. Vrain Valley shall, in its sole discretion, determine.
In addition to putting Habitat for Humanity of the St. Vrain Valley in your will, there are other ways that you can include St. Vrain Habitat in a planned gift. If you are interested in creating a trust, making a gift of life insurance, or giving stock or mutual funds to St. Vrain Habitat,
please call David Emerson, Executive Director, at 303-682-2485 x100.
Gifts of Stock
Gifts of appreciated securities can be greatly beneficial for the donor. First, a tax deduction may be based on the full current value of the security at the time of the gift. Second, capital gains may be avoided. If you plan to make a gift of securities, please notify Dave Emerson, Executive Director, at 303-682-2485, ext. 100 or demerson@stvrainhabitat.org so that your gift may be credited properly.
Below is information you will find useful for gifting stock to Habitat for Humanity of the St. Vrain Valley:
Electronic Transfer of Stock
This is the easiest way to give stock. It is transferred by wire from your account to Habitat for Humanity of the St. Vrain Valley’s account at Thrivent Financial.
Please notify Deidre Farrell, Financial Consultant at Deidre.Farrell@Thrivent.com, 303-938-3093, or John Lovell, Director of Development at St. Vrain Habitat, jlovell@stvrainhabitat.org, 303-682-2485 x101 to receive instructions.
Stock Certificates
1. DO NOT SIGN THE BACK OF THE CERTIFICATE
2. Stock power: All persons named on the certificate must sign their name as it appears on the stock certificate. The stock power must have a medallion guarantee of, which can be done by the donor’s bank or at a broker’s office. Do not fill out the form; Habitat for Humanity of the St. Vrain Valley’s broker will do this. A separate stock power is required for each certificate.
3. Completely fill out the designation form entitled “Irrevocable Stock or Bond power” for each stock certificate. The form is available via John Lovell, Director of Development, jlovell@stvrainhabitat.org or 303-682-2485, x101.
4. Mail the stock certificate (by certified mail) to John Lovell, Director of Development, Habitat for Humanity of the St. Vrain Valley, PO Box 333, Longmont, CO 80502-0333.
5. In a second envelope, mail the stock power and deposit form to John Lovell, Director of Development, Habitat for Humanity of the St. Vrain Valley, P.O. Box 333, Longmont, CO, 80502-0333.
Mutual Funds
For information on gifting Mutual Funds, please contact John Lovell.
John Lovell
Director of Development
Habitat for Humanity of the St. Vrain Valley
PO Box 333
Longmont, CO 80502-0333
jlovell@stvrainhabitat.org
303-682-2485 x101
