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Planned Giving

Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
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See Diagram		 Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
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See Diagram


“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail
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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.