Heritage Hall Planned Giving :: Welcome to Gift Planning

Welcome to Gift Planning

Making a planned gift is a wonderful way to show your support and appreciation for Heritage Hall and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Heritage Hall.

We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Planned Giving Blog

Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.

Celebrating National Estate Planning Awareness Week: October 21-27, 2024

This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.

How a Charitable Gift Can Help Rebalance Your Portfolio

Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.