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Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How It Works

  1. You make a gift to Heritage Hall
  2. You give the tax savings from the charitable deduction to your children
  3. Your children purchase an insurance policy on your life with the tax savings
  4. Your children will receive the proceeds upon your death

Benefits

  • You can make a significant gift to Heritage Hall without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

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.