Bartholomew Society
The BARTHOLOMEW SOCIETY is a group of special friends of the Heritage Fund who have made plans for future gifts to our community. These gifts have been made through specific bequests in their Last Will & Testaments or other deferred gifts such as charitable remainder trusts or life insurance policies.
As a professional advisor, you may be aware of clients who would be interested in joining this distinctive group. We would appreciate your passing along a copy of our BARTHOLOMEW SOCIETY brochure to them.
We would be happy to be a "silent partner" with you as you work with clients on deferred giving options. We have a wealth of information and resources that might be of help to you. Don't hesitate to contact us at any time.
Working together, pooling our talents and resources, we are building an even better Bartholomew County for the generations that follow.
Additional copies of the BARTHOLOMEW SOCIETY brochure are available through our office. Please contact Lisa Shafran at 376-7772 and we will be glad to send you anything you need.