Leave a Lasting Legacy: Become a HABcore Planned Giving Donor and Member of our Legacy Society
Why?
- Planned Giving involves making charitable gifts as part of your overall financial or estate planning
- It allows you to support HABcore's mission while potentially receiving financial benefits for you and your family
- It's a way to leave a legacy and ensure that HABcore can continue its vital work for years to come
- Your favorite charity becomes a family charity
Choosing to include HABcore in your estate plan or other long-term financial arrangements is a powerful commitment and a decisive step towards ending homelessness, potentially saving tax liabilities for you.*
By making a planned gift to HABcore, you contribute to our ongoing mission to provide a permanent and safe environment for homeless families, veterans and those with disabilities.
Planned Giving Tools
Deferred Gifts
- Bequests: Donations made through a will or estate plan
- Charitable Gift Annuities: Donations in exchange for fixed income for life
- Charitable Remainder Trusts (CRTs): Contributions to a trust with income for a specified period
- Charitable Lead Trusts (CLTs): Income provided to a charity for a set time, with remaining assets going to heirs
- Retirement Plan Beneficiary Designations: Naming a charity as a beneficiary of retirement accounts
Asset-Based Gifts
- Life Insurance Policies: Donating an existing policy or taking out a new one for charity
- Real Estate Gifts: Contributions of real estate assets
- Stock and Securities Donations: Donating appreciated stocks or securities
- DAFs: Donors contribute cash or other assets to establish the fund, receiving immediate tax deductions while retaining the ability to recommend future grants to charities.
- A QCD is a distribution from a traditional or Roth IRA to a qualified charity, where the donor is 70 1/2 years or older. The amount of the QCD is not included in the donor's taxable income, and it can be used to satisfy the Required Minimum Distribution (RMD) requirement. Learn More →
* The information on this website is provided for general informational purposes only and does not constitute legal, tax, or financial advice. You should consult with your own legal, tax, and financial advisors before making any decisions related to charitable planned giving.
Additional Information
If you have already included us in your estate planning or charitable giving, please do let us know so we can include you in our Legacy Society activities.
For more information about planned giving and to learn more about making a lasting impact, please contact Debi Heptig at (732) 544-1975 ext. 3 or email: [email protected].
HABcore, Inc.
PO Box 2361
Red Bank, NJ 07701
Federal Tax ID 52-1596165