Planned Giving

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Planned Giving

Planned giving is a meaningful way to leave a legacy and express your commitment to the goals affordable workforce housing. Your gift will help members of our community to achieve the American dream. Be it through inclusion in your will, or a gift of stock or property, you can designate SHMP in your charitable plans and make the dream of home ownership for individuals and families who wouldn’t otherwise achieve this milestone. 

Planned giving opportunities include: 

  • Bequests & Trusts
  • Life Estate Agreements
  • Deferred Giving
  • Charitable Remainder Trusts
  • Gift Annuity Agreements
  • Pooled Income Funds
  • 401K’s
  • Real estate

An attorney or tax accountant can walk you through the implications of the best
decision for the interest of your estate and your legacy.

To learn more about SMHP and bequests, please contact Patsy Davis at 828-452-1447 or
pdavis@mountainprojects.org