Planned Giving

Planned Giving

Leave a legacy: invest in the future!

Since the inception of our Planned Giving program, Heritage Conservancy has assisted many compassionate supporters in establishing charitable trusts and annuities, which have fulfilled their financial goals while providing for the long-term sustainability of Heritage Conservancy and its mission and services.

There are many ways you can leave your mark on the world! Here are more examples of gifts you can make:

  • Gifts of cash
  • Gifts of marketable securities
  • Gifts of land/real estate with life rights
  • Gifts of other assets such as closely held stock, insurance policies and tangible property
  • Life income gifts such as: charitable gift annuities, charitable remainder trusts and charitable lead trusts
  • Bequests
  • Gifts of tax-deferred retirement plans

These gift types may provide valuable financial benefits such as:

  • Eliminating capital gains
  • Increasing current income
  • Reducing current income taxes
  • Reducing federal estate taxes
  • Conserving estate assets
  • Bequests
  • Gifts of tax-deferred retirement plans

The Legacy Society–We are immensely appreciative of those that, in addition to supporting our efforts during their lifetime, are so enthusiastic about our mission that they want to leave their legacy. These gifts will continue to support Heritage Conservancy’s vital work to preserve and protect our natural and historic heritage for future generations. The Legacy Society is an opportunity for everyone to show their investment in where we live, regardless of age or income. We invite you to join!

A gift to Heritage Conservancy’s Planned Giving Program can be a valuable part of a donor’s financial and estate plan. To learn more about how you can help preserve our natural and historic heritage while receiving financial benefits, contact us at 215-345-7020.

Ensure Our Future