Planned giving is a wonderful way to establish gifts that provide future support for HeartWorks while offering significant benefits to you. Many donors opt to give outright gifts and designate a future planned gift.

• Bequests and other testamentary gifts
• Gifts of retirement plans
• Life income gifts
• Real estate

Planned gifts can be a powerful way to plan for your future, but technical complexities can require careful consideration. Please contact our team and we’ll work with you and your financial advisor to customize a plan that works for you.

For more information on planned gift opportunities, please contact Amy Deshler at amy@webuildhearts.org