Ways of Giving  :  Legacy Gifts

Planned giving opportunities help donors fulfill their philanthropic objectives, diversify HERA’s funding sources, and will ensure the future of HERA.  Legacy gifts may include the following types of donations:

  • Bequest in a Will or Charitable Trust
  • Life Insurance
  • Marketable Securities
  • Charitable Gift Annuities
  • Real Estate
  • Personal Property (Collections, etc.)
  • Pooled Income Investments
  • Retirement Funds (IRAs, other)

Some gift acceptance policies apply.

Tax deductible to the full extent allowed by law. Consult your own advisers for specific information as it applies to your situation.

Gifts may be designated for endowments or programs. (Only income from the invested principal may be spent from endowment gifts.)

Gifts may be undesignated for use in the areas of greatest need as determined by HERA.

For more information on this method of giving, please contact us.

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