planned giving

more than one way to give

 

Planned giving involves making a more significant financial gift and is partof an overall financial strategy. Through Habitat Greater Fresno Area's partnership with Thrivent Financial, a professional can help you develop a giving plan designed to benefit the people and organizations that matter most to you. This kind of generosity can be implemented while you’re alive or after your death.

 

Planned Giving can Include gifts of:

  • Real Estate, Property,

  • Annuity proceeds

  • Appreciated Stocks

  • Life Insurance

  • Investments

  • Mutual Funds

  • Beneficiary proceeds

  • Cash

  • Qualified charitable distributions

  • Bequestsetc.

With planned giving, you have the opportunity to leave a legacy and potentially benefit from tax advantages at the same time. The first step is to develop a charitable giving strategy. Working with your Habitat Greater Fresno's Thrivent Financial professional, attorney and tax advisor, you can make charitable gifts that give more.

For more information click the button below or contact Brad Stevens at 559.237.4102 x111 or via email at brad@habitatfresno.org for more info. You can also contact Tyler Hirschkorn, one of our Thrivent Financial professionals at tyler.hirschkorn@thrivent.com

Affiliate Phone 559.237.4102

ReStore Clovis  559.237.7867

ReStore Fresno 559.380.0140

ReStore Madera 559.395.4011

HFH Office:  4991 E. McKinley Ave. Suite 123, Fresno CA 93727

HFH Clovis ReStore: 1631 Railroad Ave, Clovis CA 93612

HFH Fresno ReStore: 4065 W Shaw, Suite. 105 Fresno CA 93711

HFH Madera ReStore: 313 E. Yosemite Ave. Madera CA 93638

© Habitat for Humanity Greater Fresno Area 1985-2019