Planned Giving
Build your legacy in Central Oregon.
No matter your age or income, planned gifts enable forward-thinking partners like yourself to build stronger communities and brighter futures for Central Oregon families for years to come.
These gifts often qualify for significant tax benefits. Please consider this information as a starting point and consult your tax accountant or financial planner for guidance.
Plan Your Giving
Gifts in a Will or Trust
Make an impact for generations to come by including Bend-Redmond Habitat for Humanity in your will. People often choose to leave a percentage of their estate—to care for their loved ones and support causes close to their heart. Whether you designate a specific amount or a percentage, your gift will empower families to gain stability and thrive in Central Oregon.
You can create a legal will online, for free, with Freewill if you don’t have one already.
Sample Bequest Language:
I, [name], of [city, state ZIP], give, devise, and bequeath [written amount or percentage of the estate] to Bend-Redmond Habitat for Humanity, a nonprofit organization with a business address of 224 NE Thurston Ave, Bend, OR 97701 and a tax identification number of 93-1004012, for its unrestricted use and purpose.
Beneficiary Designation
You can build sustainable, affordable homes for Central Oregon families by naming Bend-Redmond Habitat for Humanity as a beneficiary to receive assets such as your retirement plans, life insurance policies, or annuities.
More than 50% of your IRA or 401(k) could be subject to income and estate taxes when inherited. If you’re interested in supporting Habitat after your lifetime, consider leaving taxable assets to us and gifting non-taxable assets to your loved ones.
Real Estate
Brighter futures and resilient communities start with a home. Giving a home or land is a powerful way to support our mission and may provide significant tax benefits.
Property may be gifted by signing a deed transferring ownership to Bend-Redmond Habitat for Humanity, placed in trust, or left in your will.
Please reach out to our Development Manager, Katie Alhart, at kalhart@brhabitat.org with any questions about donating non-cash assets.
Qualified Charitable Distributions
If you are at least 70½ years old, you can give directly from your IRA, allowing you to reduce your taxes while fulfilling your required minimum distribution.
Contact your IRA plan administrator to make a gift that creates generational change for Central Oregon families. You’ll need our legal name and tax ID number:
Bend-Redmond Habitat for Humanity
Tax ID: 93-1004012
Donor Advised Funds
Donor advised funds or DAFs are the easiest and most tax-savvy way to give to organizations like Habitat. They can also be a simple solution for planning a charitable legacy and for building or continuing a tradition of family philanthropy.
You can contribute cash, stocks, or other assets to the DAF, receive an immediate tax deduction, and then recommend grants from the fund over time.
All you’ll need to make a gift to Habitat is our legal name and tax ID number.
Legal Name: Bend-Redmond Habitat for Humanity
EIN: 93-1004012
Marilyn’s Story
When Marilyn’s husband was at the end of his life, Arianna was there with compassion and care. “She was wonderful,” Marilyn says.
Later, Arianna partnered with Habitat to purchase her own home, and Marilyn saw firsthand how homeownership gave her confidence, stability, and peace of mind. “I couldn’t think of any other way to change a person’s life as dramatically as providing them a home,” Marilyn reflects.
Inspired by that transformation, Marilyn made a powerful decision to leave her property to Bend-Redmond Habitat. “It’s the best investment I own,” she says.
“What’s more important for an individual and a family and giving them a sense of security? Nothing’s more important than a home. And a home base that you love.”
Get In Touch
Start a conversation about your giving goals or let us know you’ve included us in your plans.