Resources for Financial Advisors

For trustees and advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our supporters plan charitable gifts for Greater Rochester Habitat for Humanity. Please use these tools as you help your clients with their charitable plans, and feel free to contact Ethel Duble at Eduble@GRHabitat.org for information or assistance.

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Tools for Professional Advisors

Legal name: Flower City Habitat for Humanity dba Greater Rochester Habitat for Humanity

Tax ID Number: 13-3281487

Incorporated in: Rochester, NY

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Partner with Us

We understand that gifts to charities such as Greater Rochester Habitat for Humanity can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff – all working together to arrange the best gift possible.

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Please direct all estate gift correspondence to:

Ethel Duble, SVP, Major Gifts & Planned Giving

Eduble@GRHabitat.org