Support

Planned Giving

Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

  1. You assign all the rights in your insurance policy to Heritage Hall, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. Heritage Hall may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to Heritage Hall to pay these premiums
  • You can make a substantial gift on the installment plan
  • Heritage Hall receives a gift they can use now or hold for the future

More Information

Contact Us

Jenifer Standish, CFRE
Director of Development
405.936.3109
jstandish@heritagehall.com

 

Heritage Hall
1800 NW 122nd Street
Oklahoma City, OK 73120
Federal Tax ID Number: 73-0783395

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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.