The Heritage Society
This distinguished Heritage Society honors all planned giving donors for their support of our mission. We would be gratified and honored to include you in our Heritage Society if you have:
- Provided for the Foundation in your will or trust.
- Designated us as the beneficiary of a qualified retirement plan, savings bond, bank account, or life insurance policy.
- Created a planned gift that returns fixed or flexible income to you or others.
We welcome the opportunity to have a confidential conversation with you at no obligation. If you should be a member of our Heritage Society, or would like information, please reply to Megan Caldwell at email@example.com or 501-249-2319.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.