Support
Planned Giving
Gifts from Retirement Plans at Death
How It Works
- You name Heritage Hall as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Heritage Hall
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Heritage Hall
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Jenifer Standish, CFRE |
Heritage Hall |
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Disclaimer
Phone 405.749.3001
Fax 405.751.7372
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.
