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Leave a Lasting Legacy

Your values live on through your legacy. By including the HealthTree Foundation in your estate plans, you can make a profound impact that continues beyond your lifetime.

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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
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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
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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
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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
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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.

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