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One practical way to make a significant gift to Rockland Habitat is through an estate plan — by means of a will, living trust, or beneficiary designation on a life insurance policy or retirement account. Gifts of this nature are wholly recoverable while you are alive and may save significant taxes for your estate.

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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. It is a common misconception that making a planned gift is only for the wealthy; but the truth is, even people of modest means can make a big difference.

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A planned gift can be simple to make and cost very little. The most common way to make a planned gift is to name Rockland Habitat as a beneficiary in an IRA, life insurance policy, other financial account or in your will.  Every gift — no matter the size — helps Rockland Habitat continue to provide affordable housing to those in need.

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If you would like more information about a particular planned giving option, we encourage you to speak to your attorney or financial planner, and to contact our staff. If you have intentions of making a planned gift, have already done so, or have questions, please contact the Executive Director, Jenna Mega by phone at (845) 354-5635, or by email at ED@HabitatRockland.org.