planned giving

plan for the future

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.

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

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.

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. 

Colleagues Going Over Plans

© Habitat for Humanity Greater Fresno Area 2021