Planned Giving
1954 Kellum-Noble Legacy Circle
The Heritage Society was created by a Founding Group that Understood Legacy and a Sense of Place 1954 Founders
Birdsall Briscoe Charles L. Bybee Faith P. Bybee C. C. “Pat” Fleming
Kenneth Franzheim Maria T. Gregory Mary Van der Berge Hill Ima Hogg
Harvin Moore Sr. Marie Lee Phelps Alvin Romansky Mary Ellen Shipnes
Ellen Wilkerson
Consider becoming a Charter Member of the 1954 Kellum-Noble Legacy Circle. By making a planned gift to The Heritage Society's legacy giving group, you are making a difference for Houstonians and our visitors from across the state, the nation, and many other countries. Planned gifts are a way to accommodate your own financial and estate-planning goals.
Will or Estate Plans
Will or Living Trust Provisions, Retirement Plan Beneficiary, Life Insurance, Charitable Lead Trust, Life Income Arrangement, Charitable Gift Annuity, Charitable Remainder Annuity Trust, and/or Charitable Remainder Unitrust. This information is intended only as a guide. Individual circumstances will determine which planned giving opportunity is best for you. We encourage you to consult your attorney or professional advisor before entering any planned giving arrangements.
Stock Transfers
An easy way to donate to The Heritage Society is through a charitable gift of stock. You are able to maximize the income tax deduction commensurate with the full value of the appreciated stock, and also avoid capital gains tax. Use the charitable donation form from your stock plan account to transfer assets to The Heritage Society. (Note that stock must be transferred, not sold.) Check with your financial consultant who can tell you how to take advantage of this option. For information about a stock transfer, contact lwoods@heritagesociety.org or call 713.655.1912.
Donor Advised Fund
A Donor-Advised Fund (DAF) is often administered by a financial services company or a community foundation. It allows you to combine the most favorable tax benefits with flexibility to easily support your favorite charities. The new tax code will make DAFs a great tool for non-itemizers who wish to bundle their charitable gifts in one year (in order to get the tax deduction). If you consider a donation through a donor-advised fund, please check with your tax adviser for details.
Tax Notice
The information above is not intended as tax, legal, or financial advice. Please consult your advisors for information specific to your situation. For more information or to discuss planned giving options, please contact Development Director Laura Woods at lwoods@heritagesociety.org or call at 713.655.1912
