Habitat for Humanity Home Page
Habitat for Humanity of Lee County, Inc. is a charitable, non-profit organization dedicated to providing housing for those who cannot otherwise afford a decent place to live, with the ultimate goal of eliminating sub-standard housing in Lee County, contributing to family and community stability.

Charitable Remainder Trusts:

If you are interested in maximum flexibility and effectiveness from your gift, consider a charitable remainder trusts (CRT's)

  • A unitrust pays you and/or other beneficiaries income as a fixed percentage of the principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested.

  • A annuity trust pays you and your beneficiaries a fixed income.

CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Habitat for Humanity of Lee County. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.

Please discuss this gift option with your attorney, financial or tax advisor.

 
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