Let Us Know How We Can Help You Achieve Your Planning Goals
There are many ways you can use charitable gift planning to support The Heritage Foundation and achieve your own personal and financial objectives. Our team has a combined 27 years of experience helping Heritage members complete their charitable planning goals. We encourage you to contact our office today to find out if there is a plan that will fit your specific needs.If you have any questions about the best way for you to benefit through a planned gift, please call. Better yet, click here and send us a short note. We will be very pleased to help you.
Michael J. Barvick, Director of Major Gift Planning
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Michael J. Barvick manages Heritage's growing planned giving program that allows donors to support The Heritage Foundation through means such as bequests, charitable trusts and gifts of estate. He has over 15 years of experience in non-profit management and development. As Director of the Heritage Legacy Society he and his team look forward to assisting Heritage's growing membership understand the benefits of charitable estate planning both personally and in support of our shared conservative values.
[email protected]
Michael J. Barvick manages Heritage's growing planned giving program that allows donors to support The Heritage Foundation through means such as bequests, charitable trusts and gifts of estate. He has over 15 years of experience in non-profit management and development. As Director of the Heritage Legacy Society he and his team look forward to assisting Heritage's growing membership understand the benefits of charitable estate planning both personally and in support of our shared conservative values.
Jeffrey Trimbath
Jeffrey S. Trimbath manages Heritage's growing planned giving program that allows donors to support The Heritage Foundation through means such as bequests, charitable trusts and gifts of estate. He has over 20 years of experience in non-profit management and development. As Director of the Heritage Legacy Society he and his team look forward to assisting Heritage's growing membership understand the benefits of charitable estate planning both personally and in support of our shared conservative values.
Jeffrey S. Trimbath manages Heritage's growing planned giving program that allows donors to support The Heritage Foundation through means such as bequests, charitable trusts and gifts of estate. He has over 20 years of experience in non-profit management and development. As Director of the Heritage Legacy Society he and his team look forward to assisting Heritage's growing membership understand the benefits of charitable estate planning both personally and in support of our shared conservative values.
Roxana Laing, Manager, Gift Planning Programs
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Roxana is originally from New York's Hudson Valley and is a graduate of the University of Connecticut. She joined Heritage in 1993 and brings a wealth of experience to the area of planned giving thanks to more than 18 years of assisting Heritage members with their legacy planning. Roxana currently resides in Kensington, Maryland with her husband Mike and their two young daughters.
[email protected]
Roxana is originally from New York's Hudson Valley and is a graduate of the University of Connecticut. She joined Heritage in 1993 and brings a wealth of experience to the area of planned giving thanks to more than 18 years of assisting Heritage members with their legacy planning. Roxana currently resides in Kensington, Maryland with her husband Mike and their two young daughters.
Lori McNicoll, Senior Coordinator, Heritage Legacy Society
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Lori is from the Seattle area and graduated from the University of Washington. She moved to Washington, D.C. and joined The Heritage Foundation development team in 2001. As Senior Coordinator, Lori enjoys helping Members interested in learning more about gift planning opportunities and the benefits of joining the Heritage Legacy Society. Lori and her husband, Brian, and their son and a daughter currently live in Alexandra, Va.
[email protected]
Lori is from the Seattle area and graduated from the University of Washington. She moved to Washington, D.C. and joined The Heritage Foundation development team in 2001. As Senior Coordinator, Lori enjoys helping Members interested in learning more about gift planning opportunities and the benefits of joining the Heritage Legacy Society. Lori and her husband, Brian, and their son and a daughter currently live in Alexandra, Va.