Your contribution, your legacy

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Leave a lasting legacy to be remembered.

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. Your assets remain in control during your lifetime.
  2. There is no upper limit on estate tax deductions taken for charitable bequests.
  3. You can modify your bequest if your circumstances change.

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Houston Habitat for Humanity as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.

How do I get started?


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