Investment Related Donations

Make Larger Donations Later, Get Tax Benefits Now As you might expect, life insurance is an easy way to provide for a charity of your choice upon your death. It allows you to make larger gifts than you might otherwise…

Real Estate/ Life Estates Individuals who would like to support the work being done by the Heightened Hearts Foundation have the option of deeding their home or property to our organization’s trust fund. Naturally, those choosing this option will retain…

Charitable Remainder Trusts A “Charitable Remainder Trust” can be used as a financial vehicle which pays you or your chosen beneficiary income for life, for a fixed term, or both. If set up correctly, after the term's completion, the remaining…

What many potential donors may not know is that donating appreciated stock can be a powerful and quite advantageous financial planning tool.  In almost all cases, individuals that donate stocks and securities to organizations such as the Heightened Hearts Foundation…