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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 | Trusts For Creative Spenders
 Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. 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.
 | 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 >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | 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 >>. |
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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