Leave a Lasting Legacy

Legacy gifts help sustain our mission to unite patients and researchers through cutting-edge technology so they can work together to discover lifesaving treatments for diseases. There are several ways you can make a lasting contribution to the HealthTree Foundation through legacy giving:

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.