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Planned Giving

Help us bring hope to future generations of families in need. Leave Your Legacy.

Leaving a legacy gift is easy and, unarguably, one of the greatest gifts you will ever give. When you give to Habitat for Humanity of Lake-Sumter, Florida through your estate or long-term financial plans, you are forging your life legacy with the mission of building homes, communities, and hope and ensuring that later generations can secure decent, safe and affordable housing right here in Lake and Sumter Counties.

Want to leave a Legacy Gift, but not sure where to start?

last will and testament

  • Call or email Danielle Stroud at (352) 483-0434 ext. 133, Danielle@HabitatLS.org to learn more about how to leave Habitat for Humanity of Lake-Sumter in your will, trust, or annuity plan.
  • Download Example Bequest Language (opens in a new window)
  • 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 principal office located at
    906 Avenida Central, The Villages, FL 32159 – Federal Tax ID #: 47-2312472

 

mother and daughter

Join The Cornerstone Society

Members of the Cornerstone Society are legacy donors who have chosen to include Habitat for Humanity Lake-Sumter in their will or estate plans.  They believe in family, community, and doing their part to help create a world where everyone has a decent place to live.  As valued investors, society members are offered unique and fun opportunities to meet our families and engage in our mission.  Will you join them in building homes, communities, and hope for future generations?

If you have already made a legacy gift to Habitat for Humanity of Lake-Sumter, but haven’t let us know, please take a moment to complete the form below and return it to us.  Legacy donors who have remembered Habitat for Humanity of Lake-Sumter with a life income gift or have named us as a beneficiary of a will, trust, retirement plan, or life insurance policy are recognized members of the Cornerstone Society.

Download Cornerstone Society Form Here