General Bequest
If you intend to leave an outright gift of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to Habitat for Humanity of Lenawee County to be used for general purposes:
“After taking care of all expenses, debts, and other provisions, I give, devise, and bequeath ___ percent of the rest and residue [or $___ if a specific amount] to Habitat for Humanity of Lenawee County, a Michigan-based charitable organization [Tax ID# 38-2886158] currently with administrative offices at 1043 E-US-223, Adrian, MI 49221.”
Specific Bequest
If you intend to make an outright bequest for a specific purpose, such as to support our Repair Program, Home Construction, or Endowment:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Habitat for Humanity of Lenawee County [written amount or percentage of the estate or description of property] for its charitable purposes, including but not limited to ___________ use and purpose.”
Contingency Bequest
If you wish to make a contingency gift so that Habitat for Humanity of Lenawee County will receive a portion of your estate if your named beneficiary does not survive you:
“If any of the beneficiaries named in this will should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to Habitat for Humanity of Lenawee County for its designated use and purpose.”
Please contact our Development Director, Carrie Hartley, CFRE at chartley@habitat-lenawee.org or at (517) 265-6157 if you have any questions.
Then, consult with your tax advisor and lawyer to determine which planned gift strategy is best for you.
