We want to help you, help your clients.
Your clients have many options when it comes to investment. At Heritage Fund, we specialize in working with donors to invest in the causes they care most about. Your Philanthropy – Your Way – means we can work with your clients to customize giving options that match their situation and interests. Whether it is donating IRA required minimum distributions, including a cause, charity or religious organization in an estate plan, gifting securities, and/or establishing an endowment fund or personal foundation – at HFBC we have the experience and expertise to assist.
Helping your clients invest in the causes they care most deeply about generates a return beyond the portfolio and will support your growing relationship.
Types of Funds We Offer
Heritage Fund offers a wide range of fund types to accommodate a donor’s particular passion, charitable wish and level of involvement and address the broad needs of residents of Bartholomew County.
Forms & Resources
Following are various forms, templates, and resources for professional advisors. If you don’t find the resource you’re looking for, please feel free to contact Kristin Munn, Director of Development.