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.
 

Weekly Article

Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...

Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

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 >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

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.

Lori McNicoll Coordinator Heritage Legacy Society

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.