Anthony W. Duva serves as the director of planned giving development for Habitat for Humanity International. Planned giving, or gift planning, involves making arrangements for ongoing contributions or the delivery of larger amounts upon the donor’s death. The process allows donors to support charities by providing either long-term assistance or including them as benefactors of their estate, which maximizes gift amounts while minimizing estate impact. Gifts may take many forms, including life income plans, real estate, tangible personal property, stocks of public companies or closely held stocks.

2.  Anthony W. Duva serves as the director of planned
giving development for Habitat for Humanity
International. Planned giving, or gift planning,
involves making arrangements for ongoing
contributions or the delivery of larger amounts upon
the donor’s death. The process allows donors to
support charities by providing either long-term
assistance or including them as benefactors of their
estate, which maximizes gift amounts while
minimizing estate impact. Gifts may take many forms,
including life income plans, real estate, tangible
personal property, stocks of public companies or
closely held stocks.

3.  Types of planned gifts may be sorted into one of
three categories: valuable asset gifts that act as a
cash substitute, gifts payable upon the donor’s
death, and gifts that exchange financial return
benefits for contributions. Each type possesses its own
set of procedures and requirements. Planned gifts
also involve a number of tax benefits for donors,
which include charitable and tax deductions, and
exemption from estate taxes in cases of gifts payable
upon the donor’s death.
In order to learn more about making a planned gift
to Habitat for Humanity International, visit the
organization’s website at www.habitat.org.