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Planned Giving

How It Works

  • Include a gift to Forever In My Heart Foundation in your will or trust. 
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.
  • Tell us about your gift so we may celebrate your generosity now.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Next

For any questions regarding Planned Giving please contact our Estate and Gift planning specialist for free advice and information below.

BEQUEST CONTACT

Joanna Targonski

DONATION & WILL DEPARTMENT joanna.targonski@gmail.com

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For any questions regarding Planned Giving please contact our Estate and Gift planning specialist for free advice and information below.