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Welcome to Gift Planning at The Heritage Foundation
Thank you for your interest in exploring gift planning opportunities at The Heritage Foundation. Our hope is to serve you, your family, and your advisors with helpful information. An increasing number of Heritage members are now benefiting from life income gifts such as gift annuities and charitable trusts, while others have simply chosen to remember Heritage in their wills or living trusts. We thank you for taking the time to explore the many options available to you as a member of The Heritage Foundation.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits for Family and The Heritage Foundation
There are several types of plans that can provide significant benefits, depending on your needs. Many of these families have enjoyed increased income and generous tax savings as a result of establishing a planned gift. You might start by meeting some of them. Just click on the picture and view their stories.
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Roxana Laing
Manager, Gift Planning Program
Heritage Legacy Society |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. You can also call us st 800-409-2003. |
Lori McNicoll
Coordinator
Heritage Legacy Society |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact roxana.laing@heritage.org.
If you are a professional advisor, you may take the following steps on this site.
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