Creating your legacy through a bequest for Habitat Victoria in 3 easy steps
Bequests are gifts created in a will and are generally made after a person has provided for their loved ones and other heirs. Gifts made by will are deemed to have been made in the year of death. Therefore, the estate receives the charitable tax credit and can offset any tax owing. A bequest gift may be for a fixed sum, or for a specified amount of the residue of the estate after other specific bequests have been distributed.
Step 1: Make the decision that creating a bequest gift through your will is the right step for you to take. Determine the type of gift and amount you wish to donate and whether it should be used for Habitat for Humanity Victoria priorities or for a specific program.
Step 2: Call your lawyer and request that they include a codicil in your will that establishes a gift for Habitat for Humanity Victoria. Provide your lawyer with the legal written name and address:
Habitat for Humanity Victoria, 849 Orono Ave, Victoria BC V9B 2T9
Your lawyer will handle the remaining details. Many lawyers will include this codicil in your will without cost.
Step 3: If you feel comfortable, contact us to let us know when your gift has been created. This will allow us to add your name to our list of donors who have told us they will be honouring Habitat for Humanity Victoria in their estate plan and will give us an opportunity to express our gratitude.
It will also allow us to ensure that we understand how you wish us to use your gift.
For more information on gifts through your will to Habitat for Humanity Victoria please contact info@habitatvictoria.com
Step 1: Make the decision that creating a bequest gift through your will is the right step for you to take. Determine the type of gift and amount you wish to donate and whether it should be used for Habitat for Humanity Victoria priorities or for a specific program.
Step 2: Call your lawyer and request that they include a codicil in your will that establishes a gift for Habitat for Humanity Victoria. Provide your lawyer with the legal written name and address:
Habitat for Humanity Victoria, 849 Orono Ave, Victoria BC V9B 2T9
Your lawyer will handle the remaining details. Many lawyers will include this codicil in your will without cost.
Step 3: If you feel comfortable, contact us to let us know when your gift has been created. This will allow us to add your name to our list of donors who have told us they will be honouring Habitat for Humanity Victoria in their estate plan and will give us an opportunity to express our gratitude.
It will also allow us to ensure that we understand how you wish us to use your gift.
For more information on gifts through your will to Habitat for Humanity Victoria please contact info@habitatvictoria.com
