Leave a Lasting Legacy
Transform lives—today and for generations to come.

Thank you for considering a legacy gift to the HealthTree Foundation. Your compassion and vision help build a future where every blood cancer patient has access to the knowledge, support, and research-driven care they need and brings us closer to cures
Your legacy gift will be dedicated to advancing lifesaving research, creating an enduring impact that will benefit patients today and for generations to come.
There are many meaningful ways to leave a legacy:
Gift in Your Will or Trust One of the most common ways to create a legacy is by leaving a gift through your will or
revocable living trust. You can designate a specific amount, a percentage, or the
remaining balance after other beneficiaries are provided for. CONTACT our financial advisor

Retirement Plan Beneficiary You can name HealthTree Foundation as a full or partial beneficiary of your IRA, 401(k),
403(b) or other retirement plan assets. This allows you to make a tax-wise gift from one
of the most highly taxed assets. CONTACT our financial advisor

Life Insurance Policy Consider naming HealthTree as a full or partial beneficiary of an existing or new life
insurance policy. This allows you to make a significant future gift. CONTACT our financial advisor

Other Assets You can also gift other assets like real estate, securities, commercial annuities or
other valuable property as part of your estate plan. CONTACT our financial advisor

Let us know if you have included us in your plans so we can ensure your gift is used as you intend and invite you to our Legacy Society.
Need Assistance?
If you've included HealthTree in your estate plans, please let us know—we want to ensure your gift is used exactly as you intend and to welcome you into our Legacy Society with gratitude.
If you're still considering a gift or have any questions, we'd be honored to speak with you.
Please contact Laura Gilman at laura@healthtree.org, to start the conversation.

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