Bequests or trust distributions are simple ways to remember Havenwood-Heritage Heights . They are generally easy to arrange and do not affect a donor’s assets until he or she passes away. Donors may choose to leave a specific gift to Havenwood-Heritage Heights (for example, “I bequeath the sum of Five Thousand Dollars to Havenwood-Heritage Heights.”), or a percentage of the balance of a donor’s estate after taxes, expenses, and specific bequests have been paid (for example, “I bequeath ten percent of the residue of my estate to Havenwood-Heritage Heights.”)

Since Havenwood-Heritage Heights will likely not receive a charitable bequest or trust distribution until sometime in the future, its terms should be as general as possible. In the past, charitable bequests have made possible for Havenwood-Heritage Heights to undertake projects which benefit all residents, such as the Great Room at Havenwood.

Contact the Development Office for assistance in setting up a Charitable Bequest.