Ensuring a Legacy of Care and Support for Generations to Come

Ways to Give

Gift Through a Refundable Membership Fee

A refundable membership fee assignment allows you to contribute through your Heritage Community Residency Agreement.

  • Costs nothing during your lifetime.
  • Offers flexibility in designating an amount or percentage.
  • Helps sustain our mission for future generations.

Gift Through Your Will or Estate

A bequest allows you to leave a gift in your will or trust, ensuring your legacy.

  • Keeps assets under your control during your lifetime.
  • May be modified to suit changing circumstances.
  • May provide estate tax benefits.

Additional
Ways to Give

  • Cash Gifts and Pledges
  • Appreciated Securities
  • Charitable Gift Annuities
  • Life Insurance
  • Real Estate
  • Retirement Assets/IRA Rollovers

Please note, gifts are tax-deductible and, in some cases, offer additional tax benefits. For example, some types of donations may mitigate capital gains on appreciated assets; others may significantly reduce your estate taxes. Consult with a tax professional for details.

Impact of Your Gift

Your generosity supports:

  • Innovative senior care programs .
  • Community enhancements and improvements.
  • Financial assistance for residents in need.

How to Get Started

Schedule a time to meet with Foundation Director, Aaron Bradford!

Call: (269) 276-4046
Or email: ABradford@HeritageCommunity.com

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