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Planned Giving

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• Heritage Society
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  • Frequently Asked Questions
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• Stories of Impact
• Contact Us
  • Request for Information

Ways of Giving

• Plan-a-Gift
• Gifts Anyone Can Make
  • Gifts From Will or Trust
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    • Frequently Asked Questions
    • Will Your Gift Be Restricted?
    • Sample Language For Your Will
  • Stock and Appreciated Assets
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    • Stock Transfer Instructions
    • Frequently Asked Questions
    • Cash vs. Stock Calculator
  • Retirement Plan
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    • Frequently Asked Questions
  • Life Insurance
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    • Frequently Asked Questions
  • Real Estate
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    • Frequently Asked Questions
  • Personal Property
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    • Frequently Asked Questions
  • Donor Advised Fund
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    • Frequently Asked Questions
• Designate & Donate
  • Retirement Plans
  • Stocks and Investments Fund Accounts
  • Life Insurance
  • Bank Accounts
  • Jointly Held Accounts
  • United States Savings Bonds
  • Artwork and Personal Property
• Gifts That Protect Your Assets
  • Bargain Sale
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    • Frequently Asked Questions
  • Retained Life Estate
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    • Frequently Asked Questions
    • Calculator

At-a-Glance

• Compare Gift Plans
• Goals & Benefits

Personal Planning

• For Professional Advisors
• Estate Planning
• Will Planning Wizard
• Personal Calculators
• Tip of the Week