MAKE A GIFT

Ways To Give Wisely (Planned Giving)

• Appreciated Assets - Stocks, Real Estate
• Gifts That Cost Nothing During Lifetime - Bequests: Specific, Residuary or Contingent
• Gift Plans - Retained Life Estates, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts
• Assets You Can Give - Cash, Personal Property, Stock
• Gifts That Pay You Back - Charitable Gift Annuities
 
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Bequest

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How It Works

You can provide now for a future gift to the Institute of HeartMath by including a bequest provision in your will or revocable trust.

Your will or trust directs assets to your heirs.

Your will or trust directs a bequest to IHM for the purpose(s) you specify.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest if your circumstances change.
  • You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
  • You can have the satisfaction now of knowing that your bequest will support IHM in the way you intended when you are gone.

More

To learn more about bequests, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.




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