Support our Mission with Planned Giving

You can support Heart to Heart International by naming us as a beneficiary of your retirement or other financial account—often with just a simple form from your account provider. In the case of IRAs or other qualified retirement accounts, this can be a particularly tax-savvy way to give, as retirement accounts left to loved ones can carry a significant tax burden.

If you’re 70½ or older, you can give directly from your IRA to Heart to Heart International through a Qualified Charitable Distribution. QCDs are a meaningful and tax-smart way to give, as they are excluded from your taxable income and count toward your annual Required Minimum Distribution (RMD).

Donor Advised Funds allow donors to leverage a current tax benefit for contributions to the DAF, while still investing the DAF funds to support growth and current or future grantmaking. For donors who already have or may benefit from a Donor Advised Fund, planned giving may be as simple as directing a grant through your DAF sponsor.

By donating long-term stock holdings in-kind, you can avoid the capital gains taxes you’d incur if you had sold it, while generally receiving a charitable deduction for the full fair market value. It’s a simple way to make your generosity go further toward our mission

Donors may name Heart to Heart International as a primary or contingent beneficiary on a life insurance policy. This can be an effective way to make a significant future gift while maintaining financial flexibility during your lifetime. In some cases, donors may also donate a paid-up or existing policy directly to Heart to Heart International.

Charitable trusts encompass a number of different structures, most commonly Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs), and offer unique benefits for donors planning around potential estate taxes, have unique assets to gift and/or who desire some ongoing interest in the assets. Charitable trusts are put in place in collaboration with an attorney and a tax advisor