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Planned Giving & Stocks & Bond Gifts
Planned Giving
Many of our partners support Habitat through planned gifts, which may qualify for significant tax deductions. Giving options include bequests, charitable gift annuities, and charitable remainder trusts. To find out how you can financially benefit Habitat for Humanity of Ventura County and provide a lasting legacy, contact our gift planning office at (805) 485-6065.
Stocks and Bond Gifts
A charitable gift of stocks or bonds provides an opportunity for tax savings while generously sharing with others. A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation. In addition to helping Habitat for Humanity of Ventura County, you may diversify away from low-basis, long-term holdings into other assets that will better suit your current needs. If you would like to discuss a gift of stocks or bonds, please call our office at (805) 485-6065.
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Habitat for Humanity of Ventura County does not discriminate on the basis of race, sex, color, age, handicap, religion, marital status, or because any portion of an applicant's income is derived from public assistance programs.
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