Gifts by Will

    We invite you to consider leaving a legacy for Heritage Hall through your will.

    Life Stage Gift Planner™

    Decide which type of gift is most appropriate for you at your life stage.

    Popular Gift Options

    Explore giving options that help many of our donors meet their goals.

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

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.

National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan

Does your will accurately reflect your current circumstances and objectives? Read more to learn about the importance of creating or reviewing your estate plan.

More Blog Posts

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Disclaimer

Heritage Hall is a co-educational college preparatory school in Oklahoma City. As one of the few secular private schools in the state, we offer a challenging academic curriculum for students from preschool through grade 12, as well as unique leadership opportunities, a wide spectrum of athletics, and a well developed fine arts program.