The Legacy Circle is unique group of individuals that have remembered the Highlands Center in their estate plans. Gift planning does not require great wealth nor does it need to be complicated. If you are interested in including HCNH in your estate planning, please call Executive Director Dave Irvine to arrange a meeting with him or the Planned Giving Committee comprised of Jodi Padgett, CFP and Kristi Edwards. Some examples of estate planning vehicles follow:
The simplest gift is a bequest in your will or trust that directs specific assets or a percentage of your estate to HCNH.
Through an irrevocable trust, you receive fixed or variable payments for your lifetime or a term of years. The reminder passes to HCNH’s endowment.
A simple contract guarantees you a fixed income for life in exchange for the remaining residuum after your death benefiting HCNH’s endowment. Annuity rates are set by the American Council on Gift Annuities.
You can designate HCNH as the beneficiary of a retirement plan such as an IRA or 401(k) or a life insurance policy. At death, the assets transfer to the HCNH, reducing estate and income taxes.
Payable on death provisions are effective for the seamless transfer of certain assets such as retirement accounts, bank accounts, and investment accounts.
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