Planned Giving
Make a Diference Today and in the Future
Planned giving is for people who want to make a lasting difference in Tucson, even if their biggest gift is something they give later. These gifts are often part of a financial or estate plan, and they help Habitat for Humanity Tucson build for the long term.
Ways to give
Planned giving can take several forms, from gifts of stock to legacy gifts in a will. Explore the options below to see which approach may fit your goals and planning best.
Stocks and Securities
Give appreciated stock or other securities directly to Habitat for Humanity Tucson as part of your long-term giving plans.
IRA and Retirement Assets
Include retirement assets in your giving plans through an option that fits your goals, timing, and broader financial planning.
Donor-Advised Funds
Recommend a grant from your donor-advised fund to support Habitat Tucson in a simple and familiar way.
Real Estate
A gift of real property can be a meaningful way to support Habitat Tucson through long-term planning.
Bequests
Leave a legacy gift through your will or trust to help future families build strength and stability in Tucson.
Trusts and Income Gifts
Explore giving options such as charitable trusts or gift annuities that may support both your plans and Habitat’s mission.
“Habitat has successfully removed the stigma of charity by substituting it with a sense of partnership.”
Lay the foundation for the future
For decades people from all walks of life have chosen to give to Habitat for Humanity Tucson. They believe in our mission: creating a more just and compassionate world, and bringing people together to build homes, communities, and hope.
Your gifts will literally and figuratively lay the foundation for families to build strength, stability, and self-reliance.
Way to Give
Thank you for considering a gift to Habitat for Humanity Tucson. Together, we can help more families achieve their dreams. The information provided here is not intended to be legal or tax advice. It is advisable to consult with your CPA, financial planner, or estate-planning attorney to ensure your wishes are properly documented and executed.
* If you plan to put Habitat for Humanity Tucson in your will or estate, please let us know when you do!
Ways to give
More information
Thank you for considering a gift to Habitat for Humanity Tucson. Together, we can help more families achieve their dreams.
The information provided here is not intended to be legal or tax advice. It is advisable to consult with your CPA, financial planner, or estate-planning attorney to ensure your wishes are properly documented and executed.
Note: If your intent is to have your gift benefit the local Tucson community, you must designate Habitat for Humanity Tucson as your charitable organization.
The EIN# for Habitat for Humanity Tucson is 94-2725100
Stocks
A gift of appreciated stock or other securities is a way to support Habitat for Humanity Tucson by transferring assets directly instead of making a cash donation. Many donors choose this option because it can be a meaningful, efficient way to give while fitting naturally into long-term charitable and financial planning.
Donating stock may allow you to support Habitat Tucson in a larger way than you might through a traditional one-time cash gift. For donors who hold appreciated assets, this option is often appealing because it may offer tax advantages and can simplify the process of giving from an existing investment portfolio. It is also a practical choice for people who want to make a lasting local impact while planning thoughtfully for the future. If you are considering a gift of stock or securities, our team can help you understand the next steps and share the safest, simplest transfer process.
IRA
A gift through your IRA is a planned giving option that allows eligible donors to support Habitat for Humanity Tucson directly from a retirement account. Many people choose this approach because it can align well with retirement planning, charitable goals, and required distribution considerations.
For donors who want to make a tax-wise gift, an IRA contribution to Habitat Tucson can be a straightforward way to give from assets they already hold. This option is often part of broader financial planning conversations and may be especially relevant for donors who are reviewing retirement distributions and looking for ways to support causes that matter to them. Because IRA giving rules can depend on age, account type, and timing, it is helpful to speak with your financial advisor or retirement plan administrator first. Once you are ready, Habitat Tucson can help coordinate the details and provide the information needed to complete the gift.
Donor-Advised Funds
A donor-advised fund is a simple and flexible way to support Habitat for Humanity Tucson through charitable dollars you have already set aside. If you already give through a donor-advised fund, you can usually recommend a grant to Habitat Tucson directly through your provider.
Many donors appreciate this option because it keeps charitable giving organized and makes it easy to support the nonprofit organizations they care about over time. Rather than making a new giving decision from scratch, you can recommend a grant from an existing fund as part of your regular charitable planning. This can be especially helpful for donors who want a convenient, familiar way to make an impact while keeping their giving strategy consistent from year to year. If you have a donor-advised fund, supporting Habitat Tucson may be as simple as searching for our organization in your provider portal and submitting a grant recommendation.
Real Estate
A gift of real estate is a way to support Habitat for Humanity Tucson by donating property as part of your charitable and long-term planning. For some donors, real estate can be one of the most impactful assets they choose to give.
Real estate gifts may include developed property, undeveloped land, or other forms of real property that fit within a donor’s overall plans. This option is often considered during major life transitions such as downsizing, relocation, estate planning, or a desire to make a larger community impact than a cash gift might allow. Because Habitat Tucson works directly in housing and land development, our team brings local experience and practical understanding to these conversations. If you are thinking about donating real estate, it is best to reach out early so we can discuss timing, logistics, and the information needed to evaluate the opportunity carefully.
Bequests
A bequest is a future gift to Habitat for Humanity Tucson that is written into your will or trust. Many donors choose a bequest because it allows them to leave a lasting legacy for local families without affecting their current budget or day-to-day finances.
This type of planned gift is one of the most flexible ways to support Habitat Tucson over the long term. A bequest can be structured as a specific dollar amount, a percentage of your estate, a particular asset, or the remainder of your estate after other commitments are fulfilled. For many people, it is a thoughtful way to reflect personal values and create future impact through affordable homeownership in Tucson. If you are considering a bequest, your attorney can help determine the structure that best matches your wishes, and our team can provide the information needed to include Habitat Tucson in your plans.
Trusts and Income Gifts
Trust and income gifts are planned giving options that can support Habitat for Humanity Tucson while also being part of a donor’s long-term financial and estate plans. Many people consider these options when they want to make a meaningful future gift and, in some cases, create income for themselves or for loved ones along the way.
This category can include charitable planning tools such as certain trusts or gift arrangements that are designed to balance personal financial goals with charitable impact. Because these options are often more customized than other forms of giving, they may appeal to donors who are planning carefully for the future, managing significant assets, or thinking about both legacy and income needs. Trust and income gifts can be a powerful way to support affordable homeownership in Tucson while building a plan that reflects your personal priorities. If you are exploring this type of gift, we encourage you to speak with your financial advisor or attorney first, then contact Habitat Tucson so we can help coordinate the next steps.
Beneficiary Designations:
The whole or a portion of your assets may be designated to Habitat for Humanity Tucson, including:
- Life insurance policies
- Individual Retirement Accounts (IRA)
- Trusts
- Charitable Gift Annuities
Real estate:
Gifts of real estate may include developed property, undeveloped property, or gifts subject to a prior life interest.
Planned Giving Brochure
For additional information, please contact Charlie Buchanan, CEO, at charlieb@habitattucson.org.
Frequently Asked Questions
No. Planned giving is not only for major donors or large estates. Planned giving simply means a gift that is arranged in advance, often as part of a financial plan, retirement strategy, or estate plan.
Many planned gifts are modest in size, especially legacy gifts made through a will or trust. What makes a gift “planned” is not the dollar amount. It is the way the gift is structured. For many donors, planned giving is a practical way to support Habitat for Humanity Tucson in the future while still staying within their current financial comfort level.
A regular donation is usually made right away, such as a one-time online gift or a monthly contribution. Planned giving is arranged in advance and often involves assets, estate plans, or long-term financial decisions.
Examples of planned gifts can include a bequest in a will, a gift of stock, a gift through an IRA, a donor-advised fund grant, a real estate donation, or certain trust and income gift arrangements. Both types of giving help Habitat Tucson, but planned giving is often chosen by donors who want to make a lasting impact through a future or asset-based gift.
Yes. Many donors choose to do both. A planned gift does not replace annual giving unless you want it to.
Some supporters include Habitat Tucson in their will or estate plan and also continue to give through annual campaigns, monthly donations, stock gifts, or special fundraising appeals. This approach allows donors to support Habitat’s work today while also creating a future gift that can help local families for years to come.
It depends on the type of gift you are considering. For a simple bequest, stock gift, donor-advised fund grant, or IRA gift, the process may be fairly straightforward, but it is still often helpful to speak with your advisor.
For more complex gifts, such as real estate donations, charitable trusts, or income gift arrangements, professional guidance is especially important. Habitat for Humanity Tucson can share general information about our organization, our mission, and the gift process, but your attorney, accountant, financial advisor, or retirement plan administrator can help you decide what is best for your specific situation.
Habitat Tucson may be able to accept several types of planned gifts, including bequests, gifts of appreciated stock or securities, IRA gifts, donor-advised fund grants, real estate gifts, and certain trust or income gift arrangements.
Each giving option works differently, and some gifts require additional review, coordination, or documentation before they can be completed. If you are considering a planned gift, the best first step is to contact our team so we can talk through the option you have in mind and help you understand what information may be needed.
The information needed depends on the type of gift. In many cases, Habitat Tucson may need basic donor information, the type of asset being donated, contact information for your advisor or administrator, and any relevant transfer or estate planning details.
For example, a stock gift may require transfer instructions, while a bequest may involve estate language and contact information for your attorney or personal representative. A real estate gift may require additional review of the property and related documents. Our team can help explain what is needed for each type of gift so the process feels clear and manageable.
Yes. Planned giving conversations can be kept private and handled confidentially.
Some donors prefer to share their intentions publicly as part of their legacy, while others prefer to keep their gift plans completely private. Habitat Tucson respects both approaches. If you would like to discuss a planned gift confidentially, our team can work with you in a respectful and discreet way.
You can include Habitat for Humanity Tucson in your will or trust by working with your attorney to name the organization as a beneficiary. This can be done as a specific gift, a percentage of your estate, a gift of a particular asset, or the remainder of your estate after other distributions are made.
If you are considering a bequest, Habitat Tucson can provide the organization’s legal information and help answer general questions your attorney may have. This can make it easier to document your wishes clearly and ensure your future gift is carried out as intended.
Yes, many donors choose to support Habitat Tucson through an IRA gift or a donor-advised fund grant. These are two separate giving methods, but both can be useful for donors who want to make charitable giving part of a broader financial plan.
An IRA gift is typically made through a retirement account, while a donor-advised fund grant is recommended through a charitable giving account you already manage through a provider. If you are considering either option, Habitat Tucson can help point you toward the next step and explain what information may be needed to complete the gift.
It is helpful to contact Habitat Tucson as early as possible, especially if you are considering a gift involving assets such as stock, retirement funds, real estate, or trust arrangements.
Early communication gives everyone more time to coordinate details, answer questions, and make sure the gift can be handled smoothly. It can also help avoid confusion later, particularly for gifts that involve attorneys, financial advisors, estate representatives, or transfer institutions.