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

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.

How to Make the Most of the Type and Timing of Your Charitable Gift

There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.

More Blog Posts

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Disclaimer

1800 NW 122nd Street Oklahoma City, OK 73120
Phone 405.749.3001
Fax 405.751.7372
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.