Planned Giving is the process of making a significant, enduring contribution to Heartland after carefully considering the nature and timing of your gift, as well as the tax benefits to you, the donor.
Arrangement can be made for a planned gift either during or after your lifetime. The most common form of planned giving is a bequest, in which person’s will provides for a gift of cash, stocks, bonds, real estate, or other assets to Heartland. Please consult a qualified attorney or other professional advisor to enable you to maximize the tax benefits of your gift and have an immediate impact on the lives of Seniors in Story County.
Benefits of Planned Giving
- Leaving a legacy of charity, generosity, and goodwill towards seniors
- Providing improved health and services for seniors in Story County
- Decreased liability of federal income and/or estate taxes