Planned Giving

Planned Giving is a thoughtful way to make a lasting impact on Heritage Hill’s mission and vision, either during your lifetime or as part of your estate plans. It allows you to support the causes that matter to you, like celebrating the cultural ties that bind our diverse communities together, while also potentially providing financial benefits for you and your loved ones.

By planning your gift for Heritage Hill State Historical Park, you can leave a legacy that helps preserve and enrich the park for future generations. Although we have a wonderful partnership with the Department of Natural Resources, only 7% of our funding comes from the state. We truly rely on donors like you to make an impact. Your contribution will ensure that the history and beauty of Heritage Hill continue to inspire and educate for years to come.

Options for Planned Giving

Contact your trusted Financial Advisor or Attorney for more information and to help choose which forms of planned giving are best for you.

Charitable Bequests

Giving to Heritage Hill through a will or revocable trust is a way to ensure that our work continues for years to come. A bequest is a flexible and easy way to make a lasting impact without affecting your current financial security.

Benefits of Making a Bequest

Simplicity: Easy to arrange and modify
Flexibility: Choose a specific amount, percentage, or residual portion of your estate
Specific Bequest: Give a specific amount or percent or item from your estate to Heritage Hill
Residual Bequest: After all other wishes are fulfilled, Heritage Hill will receive the remainder of your estate
Contingent: Heritage Hill only receives the gift if other designated beneficiaries are unable to accept it

How to Make a Charitable Bequest

Consult Your Advisor: Speak with your attorney or financial advisor to ensure your bequest fits into your overall estate plan.
Decide on Your Gift: Choose the type and amount of your bequest
Include “Heritage Hill Corporation” in your Will. Sample Language for Specific Bequest: “I give, devise, and bequeath to Heritage Hill Corporation, located at 2640 South Webster Avenue, Green Bay, Wisconsin 54301, Tax ID 39-1262825, the sum of $________, for its general charitable purposes.”

Individual Retirement Account (IRA)

If you are 70 ½ (age will move to 73 in 2025) or older, you must make draws from your IRA, but income is taxable. However, if you make a gift to Heritage Hill, it will not be taxed! So, your IRA can do more than fund your retirement – it can help secure a brighter future for generations to come! This is a simple and effective way to support Heritage Hill while reducing your taxable income.

Benefits of an IRA Charitable Gift

Tax Advantage: Satisfy all or part of your required minimum distribution (RMD) without increasing your taxable income
Easy to Arrange: Directly transfer up to $100,000 per year from your IRA to Heritage Hill
Immediate Impact: Your gift is used right away to support the education, restoration, and preservation you care about

How it Works

Contact your IRA Administrator: Request a direct transfer to “Heritage Hill Corporation.”
Inform Us: Let us know about your gift so we can ensure it is used according to your wishes
Enjoy the Benefits: Support Heritage Hill’s mission while potentially lowering your tax liability

Appreciated Securities

Donating appreciated securities such as stocks, bonds, or mutual funds, that you have owned for over a year is a tax-efficient way to support Heritage Hill’s Mission. By contributing securities that have increased in value, you can avoid capital gains taxes while making a significant gift.

Benefits of Donating Appreciated Securities

Tax efficiency: Avoid capital gains taxes on the appreciation of your securities
Charitable Deduction: Receive a charitable deduction for the full fair market value of the securities at the time of the gift if owned for more than one year

How It Works

Work with your financial advisor to transfer your appreciated securities directly to Heritage Hill Corporation

Life Insurance

You can include a life insurance policy as part of your planned giving by naming Heritage Hill as a beneficiary. You will make a significant impact without affecting your current financial situation.

Benefits of Life Insurance Gifts

Impactful Contribution: Your gift will provide substantial support for our mission and programs
Flexible Giving: Choose to designate a percentage or a specific amount of your policy
Tax Advantages: Potential tax benefits for your estate