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Planned Giving

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• The Heritage Society
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Ways of Giving

• Designate & Donate
  • Retirement Plans
  • Stocks and Investments Fund Accounts
  • Life Insurance
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  • Artwork and Personal Property
• Gifts Anyone Can Make
  • Gifts From Will or Trust
    • More Details
    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
    • Stock Transfer Instructions
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
    • Frequently Asked Questions
  • Life Insurance
    • Frequently Asked Questions
  • Real Estate
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  • Personal Property
    • Frequently Asked Questions
  • Donor Advised Fund
    • Frequently Asked Questions
  • Mineral Interests
    • Frequently Asked Questions
• Gifts That Pay You Income
  • Charitable Gift Annuity
    • Frequently Asked Questions
  • Deferred Gift Annuity
    • Frequently Asked Questions
  • Charitable Remainder Annuity Trust
    • Frequently Asked Questions
  • Charitable Remainder Unitrust
    • Frequently Asked Questions
• Gifts That Protect Your Assets
  • Bargain Sale
    • Frequently Asked Questions
  • Retained Life Estate
    • Frequently Asked Questions
  • Charitable Lead Trust
    • Frequently Asked Questions

Personal Planning

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• For Professional Advisors