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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 | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.
 | Bequests
Joe and Anna have been faithful supporters of The Heritage Foundation. They believe it is important to support and encourage our conservative mission. More on Bequests >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | 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 >>. |
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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