Leave a legacy that is simple and deeply impactful

Planned Giving

A planned gift to Habitat for Humanity of Lake-Sumter, Florida is a powerful way to forge a legacy and secure a better future for families across Lake and Sumter Counties.

Your gift demonstrates a deep commitment to our shared belief that everyone deserves a place to call home, now and for generations to come.

Where to start

• Contact us to learn more about how to leave Habitat for Humanity of Lake-Sumter in your will, trust, or annuity plan.
• Download the Example Bequest Language form below
• Copy and paste our full legal description below when planning a gift to benefit Habitat for Humanity of Lake-Sumter:

Habitat for Humanity of Lake-Sumter Foundation, Inc., a non-profit corporation,
organized under the laws of the State of Florida, with its administrative office located at
1806 S. Bay St. Eustis, FL 3276 – Federal Tax ID #: 47-2312472

Make a lasting impact by planning your bequest to Habitat for Humanity Lake-Sumter. You can put your donation to work today and leave a legacy for years to come.

Common gifted assets in wills and trusts

• Financial accounts
• Real estate
• Vehicles
• Brokerage accounts
• Personal property

Join the Cornerstone Society

Members of the Cornerstone Society are legacy donors who have chosen to remember Habitat for Humanity Lake-Sumter with a life income gift or have named us as a beneficiary of a will, trust, retirement plan, or life insurance policy

A planned gift to Habitat Lake-Sumter creates lasting impact by supporting safe, affordable homeownership.

 You’ll become a member of our Cornerstone Society by letting us know – in writing – that Habitat is included in your will or estate plan.

Cornerstone Society Members receive the following benefits:

• Recognition in our website and in publications (with permission)
• Invitations as honored guests to special community events
• Opportunity to build a home in your family name

Legacy gifts, such as a bequest, life income plan, or beneficiary designation, provide a way to support us in the future while maintaining control over your estate and assets.