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You are at: Planned Giving > Gift Options > Member Stories

Member Stories

  • Investing in America's FutureInvesting in America's Future
    When asked how they first came to learn of Heritage, most members reply they were introduced by a friend, received a special mailing, or saw one of our policy experts in the media.
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  • Jean BockJean Bock
    As a pastor's daughter, Jean Bock gives all credit for her conservative beliefs to her Christian upbringing, which she believes runs parallel to many of the core values that have been cherished since our nation's founding.
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  • Randall K. WarrenRandall K. Warren
    In 2011, America lost a true patriot with the passing of Randall K. Warren, age 64.
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  • Billie PirnieBillie Pirnie
    Heritage mourns the loss of longtime supporter and Heritage Legacy Society member Billie Pirnie from Montgomery, Alabama, who passed away last fall after a long illness.
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  • Christina Vander WendeChristina Vander Wende
    We wish to express our thanks for the extraordinary estate gift we've received, Dr. Christina "Chris" Vander Wende of Basking Ridge, New Jersey.
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  • Cultivating Freedom for Future Generations - Dr. G. L. Carter, Jr.'s Legacy for AmericaCultivating Freedom for Future Generations - Dr. G. L. Carter, Jr.'s Legacy for America
    Heritage Legacy Society member and native Tennessean G. L. carter's first brush with the intrusive nature of government...
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  • A Legacy of Freedom for Future AmericansA Legacy of Freedom for Future Americans
    It was 1979, and T. Ellis Peak knew that his work as a successful engineer and the future of his family would be directly affected by decisions being made in Washington.
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  • A Lasting LegacyA Lasting Legacy
    An entrepreneurial and conservative couple share how and why they included The Heritage Foundation in their estate plans.
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  • Ensuring the Future of AmericaEnsuring the Future of America
    A bequest does more than just leave money to The Heritage Foundation. It offers the peace of mind that this grandfather is doing all he can to leave a prosperous and free nation for future generations.
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  • Lifetime Income in Exchange for a Lasting LegacyLifetime Income in Exchange for a Lasting Legacy
    Miss Sihler invested in a charitable gift annuity with The Heritage Foundation. It provides her with regular income while making a significant contribution toward defending her conservative values.
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  • Changing PrioritiesChanging Priorities
    Longtime member of The Heritage Foundation changes the beneficiary of her Charitable Remainder Trust from her alma-mater to The Heritage Foundation.
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  • Passing on Lasting ValuesPassing on Lasting Values
    Mr. Visser funds an endowment in honor of his parents by donating insurance to The Heritage Foundation.
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  • Turning Hope into ActionTurning Hope into Action
    There seems to be two kinds of people in this world: "Talkers" and "Doers." Heritage members tend to fall in the latter category...
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  • Securing the Future of AmericaSecuring the Future of America
    To say that Heritage member Michael Giobbe knows a thing or two about finance would be quite an understatement.
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  • What Matters MostWhat Matters Most
    Heritage Legacy Society member John M. Supino, now a resident of Connecticut, grew up on New York's Staten Island.
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Gift Examples

  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • 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.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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We are here to help you! If you have any questions or are interested in giving to The Heritage Foundation, don't hesitate to call us at 800-409-2003 or email us at legacy@heritage.org.


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