The information provided in this brochure is a high level road map of the planned giving process. Through careful planning, you can achieve many planned giving goals while still benefiting Heartside and your own financial situation. Additionally, there are many ways to minimize or eliminate various taxes while still leaving your legacy.
We are here to answer any questions you have about Heartside and planned giving. We can look at your situation together with your attorney/financial advisors, helping you find ways to support Heartside while still maintaining your financial security.
For more information, please visit our website at www.heartside.org/plannedgiving or contact Andy DeBraber, Executive Director at 616-235-7211 ext. 101 or firstname.lastname@example.org.
Heartside does not provide legal, tax or financial advice. The material in this brochure is not offered as legal or tax advice. We urge you to consult professional advisors on all legal, tax, or financial matters, including gift planning considerations.