Planned Giving

It's no secret that the programs of Habitat for Humanity St. Tammany West depend upon your goodwill. We’ve put together this list to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as Habitat STW.

[Your Goal -- Your Gift ]

Gifts you make in partnership with us

• Supplement income with variable payments. -- Pooled Income Fund   
• Secure a fixed and often increased income. -- Charitable Remainder Annuity Trust   
• Give your personal residence or farm, but continue to live there. -- Retained Life Estate   
• Supplement income with fixed annual payments. -- Charitable Gift Annuity   
• Reduce gift and estate taxes on assets passing to heirs. -- Charitable Lead Trust   
• Create a hedge against inflation over the long term. -- Charitable Remainder Unitrust

Gifts you make after your lifetime

• Avoid the twofold taxation on retirement plan assets. -- Retirement Plan Gift   
• Make a large gift at little or no cost to yourself. -- Life Insurance Gift   
• Defer a gift until after your lifetime. -- Bequest in Will or Living Trust

Gifts you make now

• Make a quick and easy gift of appreciated property. -- Outright Gift of Appreciated Property   
• Avoid capital gains tax on the sale of a home or other real estate. -- Real Estate Gift   
• Make a quick and easy gift of cash. -- Outright Gift of Cash

 
Currently federal estate taxes are repealed for any death that occurs in the calendar year 2010. Congress has announced its intent to change that, however, and reinstate federal estate taxes sometime during 2010. What the final legislation will look like is unknown at this point. Check back later for future updates. Gift specifics and appropriate dollar amounts may vary. The information on this site is not intended as legal or tax advice. For such advice, please consult an attorney or your tax professional.

Call [ Jeffery St. Romain ] , President and CEO, Habitat STW for assistance: 985-893-3172.