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Legacy Gift Benefits


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.


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.


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.


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.


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

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