MORE WAYS TO GIVE

Create a legacy of flourishing.

Remembering Christian Heritage in your will or estate plan is one of the most life-changing gifts you can make. Your commitment to helping vulnerable children flourish can continue long after your lifetime.

legacy giving

 

Ensure children flourish for generations through estate planning.

Have you already included Christian Heritage in your estate plan?

Letting us know you’ve taken this generous step is completely up to you, but we’d love to be able to thank you and keep you updated on our ministry.

Are you considering creating a legacy to benefit future generations?

We can help connect you with planning resources.

No will is necessary to designate Christian Heritage as a beneficiary of your IRA, other qualified retirement plan, life insurance, donor-advised fund, or bank account. See below for common approaches and sample language.

LEGACY GIVING

Estate Planning Information and Sample Language

The sample language below is often used for estate planning and can be shared with your attorney or financial advisor. While we are happy to help you create your legacy gift, Christian Heritage is not a legal or tax advisory service.

Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult a professional advisor to discuss your specific situation.

You may leave Christian Heritage all or a portion of the remaining assets after your estate expenses and specific bequests are distributed. 

Click on a box below to read about the types of Legacy Gifts available.

Residual Gift

I give and devise to Christian Heritage Children’s Home (EIN #47-0632613), with a primary office at 14880 Old Cheney Rd., Walton, NE, 68461, all [or state a percentage] of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support.

Special Gift

You may name Christian Heritage as a beneficiary of a specific amount from your estate:

I give and devise to Christian Heritage Children’s Home (EIN #47-0632613), with a primary office at 14880 Old Cheney Rd., Walton, NE, 68461, the sum of $___ [or asset], to be used for its general support.

Contingent Gift

You may name Christian Heritage as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If [insert name] is not living at the time of my death, I give and devise to Christian Heritage Children’s Home (EIN #47-0632613), with a primary office at 14880 Old Cheney Rd., Walton, NE, 68461, the sum of $_________ [or all or a percentage of the residue of my estate] to be used for its general support.

Retirement Plan, Insurance Plan, Donor Advised Fund, or Bank Account

No will is necessary to designate Christian Heritage as a beneficiary of your IRA, other qualified retirement plan, life insurance, donor-advised fund, or bank account. You may name Christian Heritage as a beneficiary, accomplishing a charitable goal while realizing significant tax savings.

You maintain complete control over the asset, and after your lifetime, the plan passes to support Christian Heritage, free of both estate and income taxes. Please consult with your financial advisor regarding the tax benefits of such gifts.

Simply request a change of beneficiary form from the administrator of your plan, policy, fund, or account. Complete and return the form to your administrator and notify Christian Heritage via email.

Customized Gift

If you would like to make a gift that is specific to your goals and interests, we can help you with customized language.

Christian Heritage does not, and will not, engage in the practice of law. Therefore, we suggest you seek an attorney directly for legal counsel. Christian Heritage cannot review your estate plan for legal accuracy. You must rely upon the legal advice received from your attorney or another online legal service.