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Sample Language for
Planned Giving
Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.
Estate Percentage Will or Trust Bequest Language:
"I give, devise, and bequeath to Goodhue County Habitat for Humanity, Inc., a non-profit corporation located at 614 Plum St. Red Wing, Minnesota, _____ percent of my estate as an unrestricted gift. Tax ID: 411762123"
Remaining Interest Will or Trust Bequest Language:
“I give, devise, and bequeath to Goodhue County Habitat for Humanity, Inc., a non-profit corporation located at 614 Plum St. Red Wing, Minnesota, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, as an unrestricted gift. Tax ID: “411762123
​Property or Real Estate Will or Trust Bequest Language:
“I give, devise, and bequeath to Goodhue County Habitat for Humanity, Inc., a non-profit corporation located at 614 Plum St. Red Wing, Minnesota, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes.
Tax ID: 411762123"
Cash Bequest Will or Trust Language:
“I give, devise, and bequeath to Goodhue County Habitat for Humanity, Inc., a non-profit corporation located at 614 Plum St. Red Wing, Minnesota, the sum of $___________ as an unrestricted gift. Tax ID: “411762123
Investment Asset Will or Trust Bequest Language:
“I give, devise, and bequeath to Goodhue County Habitat for Humanity, Inc., a non-profit corporation located at 614 Plum St. Red Wing, Minnesota, _____ shares of common stock of ____________ owned by me at my death as these shares shall exist at the date of my death, as an unrestricted gift.
Tax ID: 411762123"
Contact Information
Goodhue County Habitat for Humanity, Inc.
614 Plum St. Red Wing, MN 55066
Attn: Bob Hawley (bobhawley@gchabitat.org)
Phone: 651-327-2195
HFH# 1514-3881
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Please telephone our office if your client is transferring shares to Goodhue County Habitat. We need to know the name and numbers of shares being transferred.