Institute of HeartMath - Empowering Heart-Based Living


Institute of HeartMath - Membership: Planned Giving
URL: http://www.heartmath.org/index.php?option=com_content&task=view&id=55&Itemid=89
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Request Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions. (* Indicates a required field)

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):

Gifts of Appreciated Assets

Bequests

Gifts of Life Insurance

Life Income Gifts

 

I want to explore:
How to make a Bequest
Ways to give Real Estate
Making a gift of Retirement Plan Assets in my estate
Making a gift with Life Insurance

Gift Amount :
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Date of birth of income beneficiaries (if applicable):
Beneficiary #1
Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated)

Please send my personal gift proposal by:

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Other Comments

To receive information on how planned gifts can benefit you and your family, just complete the form above and click the send button. Your request is strictly confidential and non-obligatory.

To protect your privacy, please do not include sensitive personal information in this form. When using this form, you should never submit confidential personal information, such as a credit card number.

 

Planned Giving Home
Meet Our Donors Benefits of Giving Goals and Benefits Ways to Give Wisely Assets You Can Give Gift Plans Frequently Asked Questions Glossary Request Information Our Team Tip of the Day
Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan
Resources Frequent Questions Glossary
 
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IHM is dedicated to conducting research and providing programs for schools and families to facilitate heart-based living.

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IHM is dedicated to conducting research and providing programs for schools and families to facilitate heart-based living.

Institute of HeartMath® 14700 West Park Ave. Boulder Creek, CA
Phone (831) 338-8500 | Fax: (831) 338-8500 | e-Mail: info@heartmath.org