Planned Giving

Gifts that cost you nothing now.

Once your family and loved ones are provided for, consider giving a gift to Greater Rochester Habitat for Humanity in your will or trust or by beneficiary designation.

These gifts cost you nothing now. You can change your beneficiaries at any time. Please let us know if you’ve already included a gift for Greater Rochester Habitat for Humanity in your will or trust or by beneficiary designation. Providing us with documentation is the best way to ensure that you wishes are honored.

Here are the more popular ways to leave a gift for Greater Rochester Habitat for Humanity:

• A general gift in a will provides a gift of a stated sum of money in your will or living trust, typically personal property or assets.
• A residual gift in a will provides a percentage of the remainder of your estate after other bequests, debts and taxes have been fulfilled.
• A specific gift in a will provides a specific dollar amount or stated fraction of your estate or a specified gift in kind (collections, art, books, jewelry, and so on).
• A contingent gift in a will provides a stated share of your estate, only if a spouse, family member or other beneficiary does not survive you.

Sample Gift Language

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To give a gift in your will or trust for Greater Rochester Habitat for Humanity, please use the following language:

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Residual Gift Language

A residual gift comes to us after your estate expenses and specific bequests are paid:

I give and devise to Greater Rochester Habitat for Humanity (Tax ID # 13-3281487), located in Rochester, NY, all (or ____ percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming Greater Rochester Habitat for Humanity as a beneficiary of a specific amount from your estate is easy:

I give and devise to Greater Rochester Habitat for Humanity (Tax ID #13-3281487), located in Rochester, NY, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

Greater Rochester Habitat for Humanity can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If [insert name] is not living at the time of my demise, I give and devise to Greater Rochester Habitat for Humanity (Tax ID #13-3281487) located in Rochester, NY, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Customized Language

If you or your attorney would like Greater Rochester Habitat for Humanity to provide you with customized language that is specific to your goal and interest, please contact Ethel Duble, SVP, Major Gifts & Planned Giving at Eduble@GRHabitat.org.