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Planned Giving

What will your legacy be?

The meaning of life is to plant trees, under whose shade you do not expect to sit.

            Nelson Henderson

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.

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.

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.

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

Leaving your imprint to benefit future generations

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