LEGACY GIVING & ESTATE PLANNING
Leaving a gift to Heritage Fund in your will or by beneficiary designation is a great way to invest in the future of our community and make a lasting difference for the causes and organizations you care about.
We are proud to work with caring donors to develop a gift plan that honors an individual or family legacy while giving back in a meaningful way. We specialize in working with families and professional advisors to customize gift plans that fit every situation and donor preference. We also offer a wide array of funding options for your gift, including beneficiary designation, gifts from an IRA, bequests and more.