Legacy Gift Benefits

Financial

Legacy/planned gifts and charitable bequests are eligible for a wide variety of money saving tax benefits.​ For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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Easy

From adding Housing Solutions as a beneficiary designation on your IRA or life insurance policy to including us in the draft of your will, there are many easy ways to make affordable housing a part of your lasting legacy.

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Meaningful

When you include Housing Solutions in your long-term financial plan, you ensure that we continue to have the necessary resources to build opportunities for sustainable, affordable housing well into the future.

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Accessible

Planned gifts can be made by anyone, and are not limited to donors in a specific income bracket. Adding Housing Solutions as a beneficiary designation on your life insurance policy, for example, is a legacy/planned gift accessible to many community members.

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Revocable

You have the ability to alter your planned gift at any time to meet your needs or the needs of your family.