The Heritage Society

Giving can be very satisfying and rewarding. Especially so when donors combine it with their financial and estate planning. This process - often called planned giving - is becoming increasingly popular with donors. And for good reason. Often donors are able to do more for their favorite charities while also enjoying greater tax and financial benefits.

As a "planned giver" you may very well be able to save more taxes, increase your retirement income, or provide more cost-effective support fo a dependent relative such as a child, grandchild or an elderly parent. You also have the opportunity to make your personal statement...to make a larger gift than might otherwise be possible, to help shape our future, and leave a legacy lasting for generations to come.