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Planned Giving

Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram. Description of image is listed below.

How It Works

  1. Transfer title to personal residence or farm to Heritage Hall
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Heritage Hall keeps or sells property after your death(s)

Benefits

  • No out-of-pocket cost for substantial gift to Heritage Hall
  • Federal income-tax deduction for remainder value of your residence or farm
  • You (and spouse) can occupy residence for life

More Information

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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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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.