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

Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You

Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded. 

Two Ways to Give from Your IRA—Including a New Opportunity for 2023

Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.

Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023

Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.

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.