Planned giving involves making a significant financial gift that is part of 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 type of generosity can be implemented while you’re alive or after your death.

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Planned giving can include gifts of:

• Real estate property

• Annuity proceeds

• Appreciated stocks

• Life insurance

• Investments

• Mutual funds

• Beneficiary proceeds

• Cash

• Qualified charitable distributions

• Bequests

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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 our Thrivent Financial professional, attorney, and tax advisor, you can make charitable gifts that give more.

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For more information, contact Brad Stevens at 559.237.4102 x111 or via e-mail at brad@habitatfresno.org. You can also contact Tyler Hirschkorn, one of our Thrivent Financial professionals, at tyler.hirschkorn@thrivent.com.