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Planned Giving FAQs

 

How do I leave a gift to Habitat Calgary in my will?

Many people set aside a certain dollar amount, others leave a percentage of their estate, or any assets left after their family has been provided for.

Do I tell Habitat Calgary that I have left a gift in my will?

That is up to you.  We would like to know in advance so we can thank you for your generosity.

Who can help me arrange for a planned gift?

A professional advisor such as a financial or estate planner, lawyer, accountant, or trust officer will help you take advantage of tax benefits of planned gifts and help ensure you are getting the maximum tax and legal advantages allowed for your gift.

 

 

 

 

 

 

 

 

 

 

 

We invite you to discuss your questions or plans with:

Andrea Hlady
Manager, Fund Development
(403) 253-9331 ext. 228

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