Beneficiary Designations
When you make a gift to Pikes Peak Habitat for Humanity from your retirement plan, insurance plan, or other assets, you make it possible for people to obtain safe, affordable places to call home.
Best of all, these gifts are easy to make! Simply contact the firm that holds your assets and complete a beneficiary form.
Here are the most common ways that people designate
Pikes Peak Habitat for Humanity as a beneficiary:
Retirement Funds
Many people choose to name Pikes Peak Habitat for Humanity as a beneficiary of a retirement plan to reduce their taxes and empower families to become self-reliant homeowners.
Life Insurance Policy
If you have a life insurance policy that has outlasted its original purpose, you can use it to fund a legacy gift while enjoying tax savings during your lifetime.
To designate Pikes Peak Habitat for Humanity as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Pikes Peak Habitat for Humanity (Tax Identification Number:35-1640064) located at 2802 N. Prospect St., Colorado Springs, CO 80907.
As with all financial planning, it is important to consult your attorney or financial advisor to ensure compliance, maximum tax benefits, and help with legal documents.