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planned giving


What if we say, You can do something extraordinary“?

We are talking about your opportunity to ensure that, as part of your legacy, families in our community will have the security and hope of owning a home. This can be done through a planned gift.

already included habitat charlotte region in your estate plan?

If you have already included Habitat for Humanity of the Charlotte Region in your estate plan, let us know so you can join our Generations Society.

Letting us know about your plan allows us to make sure your gift will be used in line with your wishes.

Let us Know!

what is planned giving?

Unlike a cash gift, a planned gift is typically made from assets in your estate rather than disposable income and comes to fruition after your lifetime. Planned giving is an option for anyone who wants to leave a legacy regardless of their age and income.

A planned gift can be simple and inexpensive to create, and you can get started today. Examples of planned gifts are:

  • Bequest in a will or estate
  • Life Income plan (charitable remainder trust, charitable gift annuity, etc.)
  • Beneficiary designation (IRA, 401k, life insurance policy, etc.

Please consider this information as a place to start. With any type of philanthropic gift, you should consult with an attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in any necessary legal documents.

generations society

Your planned gift to Habitat for Humanity of the Charlotte Region will create a lasting impact through safe, affordable, and stable homeownership. You become a member of Habitat Charlotte’s Generations Society by informing us in writing that you are including Habitat for Humanity of the Charlotte Region in your will or estate plan.

Generations Society Members receive the following benefits:

  • Recognition in our website and in publications (with permission)
  • Invitations to special Habitat events

Legacy gifts, such as a bequest, life income plan, or beneficiary designation, provide a way to support our affiliate in the future while maintaining control over your estate and assets.

Free Will for generations to come

create a will online for free

Affordable homeownership is a game-changer for families, and creating a will is easier than ever before. Habitat Charlotte Region has partnered with FreeWill to remove the stress from planned giving. It takes just 20 minutes to create your will, and it is totally FREE!

Try it for yourself! Use the link below to see how easy it is to change lives through a legacy gift.

If you would prefer to work with an attorney to draft your will and you choose to leave us a gift in your will, we suggest the following sample language:

“I give, devise, and bequeath to Habitat for Humanity of the Charlotte Region, a non-profit corporation located at 3815 Latrobe Drive, Charlotte, North Carolina, 28211 ____ % of my estate as an unrestricted gift. (Habitat Charlotte Region Tax ID: 56-1366233)”

start your free will today

Habitat Charlotte Region Planned Giving

generations society interest

Members of our Generations Society make a lasting difference through a legacy (planned) gift to Habitat Charlotte Region. Complete the form below, and someone from our development team will be in touch with you shortly!

your legacy can be their legacy

A legacy gift can impact a current generation and countless generations to come.

For more information on making a legacy gift, please contact Jeremy Hall at or 704-226-8117.