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Planned Giving

REAL ESTATE/
DONATE LAND

Habitat for Humanity Monterey Bay can accept gifts of a house or other personal residence, farms, commercial buildings, and income-producing or non-income-producing lands.

LIFE
INSURANCE

For those whose need for life insurance has decreased, making a gift of a paid-up policy can be a convenient and effective way to meet your charitable goals. 

IRA CHARITABLE ROLLOVER

If you are age 70½ or older, you can transfer up to $105,000 from your traditional Individual Retirement Account (IRA) directly to a charity. 

RETIREMENT
PLAN ASSETS

Retirement plan assets are often the most advantageous gift to give from your estate because they are so heavily taxed if left to heirs, instead of to a tax-exempt organization.

LEGACY GIVING

Creating a will costs nothing today - but brings peace of mind for the future.
 

Through our partnership with The Planned Legacy Program, you can create a legal will at no cost and leave a legacy that reflects your values. A gift in your will to Habitat for Humanity Monterey Bay costs nothing today but ensures your impact lives on – for generations.

 

This simple, secure platform walks you through the process step-by-step – no legal fees, no pressure, and no obligation. Whether you’re planning for the first time or updating an existing will, this tool helps you take care of what matters most.

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​Why Create a Will?
A will is the only legal document that ensures your wishes are known. It allows you to:
- Name guardians for minor children
- Choose who receives your belongings
- Appoint someone you trust to carry out your wishes
 

Planning now helps your loved ones later. It’s easy, safe, and takes just 20 minutes or less.
 

How it Works
1. Click the link below to access our secure will creation platform.

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2. Follow the guided steps to create your legal will (you can update it anytime)
3. Download or print your will with clear signing instructions

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There is no cost to you, and no obligation - just a simple way to plan ahead with confidence.

 

Frequently Asked Questions
 

Is it really free to make a will?
Yes. Thanks to our partnership with The Planned Legacy Program, there’s no cost to create, download, store and print your legal will.
 

Do I have to leave a gift to Habitat for Humanity Monterey Bay to use the tool?
Not at all. We’re honored to offer this resource to our entire community, no matter what you decide.


Can I update my will later?
Yes. The platform makes it easy to update your will as your life or priorities change.


What kinds of gifts can I leave?
You can leave a specific dollar amount, a percentage of your estate, or a meaningful item of value. Every gift, large or small, makes a difference.


Is my information secure?
Absolutely. Your privacy and security are a top priority, and the platform meets the highest standards for data protection.

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Legacy Giving
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