LEAVE A LEGACY FOR OUR RESIDENTS

As we plan for the future, we have established the Heinzerling Legacy Society through which donors can make larger, planned gifts which will have a lasting impact on current and future residents. Examples of planned giving include:

• BEQUESTS – By remembering the Heinzerling Community in your will, you can have an impact that goes beyond your lifetime. This is one of the easiest methods of planned giving as it allows you to designate either a specific dollar amount or a percentage of your estate after other disbursements. Your bequest will qualify for an estate tax charitable deduction. It can also reduce the amount of your taxable estate which may increase the actual amount available to loved ones.
• GIFTS OF STOCK – You can donate stocks to the Heinzerling Community in your lifetime. This will provide you a full income tax deduction based upon the current market value, and you avoid ever having to pay capital gains tax on your donated investment. Your charitable contribution may also help you limit estate taxes.
• LIFE INSURANCE POLICY – Contributions of life insurance can be a substantial gift. For the donor, the value of an ordinary policy at the time of the gift is tax deductible. If the donor continues paying the premiums, those are also deductible as charitable contributions. You could also designate the Heinzerling Community as a beneficiary in your policy for a specific percentage.
• LIFE INCOME GIFTS – Life income gifts allow you to leave a gift in the care of the Heinzerling Community while earning income for yourself during your lifetime. The most popular life income gifts are charitable remainder trusts and charitable gift annuities. Both have significant tax advantages to the donor.

The Heinzerling Community can provide technical assistance on gift planning via the services of financial planning experts at the Columbus Foundation. Our Columbus Foundation liaison will work with your financial planner to help you make a planned gift to the Heinzerling Community.