HeartMath Planned Giving

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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Retained Life Estates

How it works

	You transfer your residence, farm, or vacation home to the Institute of HeartMath subject to a life estate.
	You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.
	The property passes to IHM when your life estate ends.

Benefits

You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
You can terminate your life estate at any time and take an additional income tax deduction.
You can have the satisfaction of making a significant gift now that benefits IHM later.

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

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