Architectural rendering of the Dub and B.J. Riter Millennium Carillon Tower.

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.

• From the Membership Chair
• Gifts of Cash
• Gift of Marketable Securities
• Gifts of Real Estate
• Gifts of Retirement Assets
• Gifts of Tangible Personal Property
• Gifts of Life Insurance
• Gifts of Closely Held Stock
• Life Income Plans-Gifts with a Retained Income
• The Charitable Remainder Trust
• The Charitable Gift Annuity
• The Pooled Income Fund
• The Charitable Lead Trust
• Gifts By Bequest

• Heritage Society Commitment and Membership Form (17kb .pdf file)

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