Leave a Legacy for Heritage Hills
If you enjoy living in one of Oklahoma City’s most distinguished and historic communities, and have a desire to ensure its preservation for the benefit of future generations, consider a planned gift to the Historic Preservation, Inc. Endowment Fund. Making a bequest to HPI is a simple process that may provide significant tax benefits for you and/or your estate. And, you will gain a kind of immortality that cannot be achieved in any other way.
Charitable gifts to HPI are helping to fund community-wide improvements such as maintenance of common areas, lamp posts and historic markers. Additionally, the endowment has enabled your neighbors to actively work toward improving zoning laws and ordinances to insure that the quality of life in the neighborhood is not threatened.
- Naming HPI as a beneficiary in a will or living trust is the simplest and most popular way of making a planned gift, but there are other options as well.
- A life income plan such as a charitable remainder trust pays a fixed or variable amount to one or more beneficiaries for their lifetime(s), or a fixed term of years. After that, the remainder is donated to the charity, or charities of your choice. Consider HPI.
- Naming HPI as a charitable beneficiary of an insurance policy or IRA plan is also an easy process.
- Gifting of mineral rights. The thoughtful gifts of mineral rights by Mrs. Carolyn Skelly Burford of St. Louis, daughter of William G. Skelly and client of Heritage Hills resident Charles Nesbitt in the early 1970s, has made a significant difference in the evolution of this neighborhood. Many of the community improvements we enjoy today would not have been possible without the generous endowment established by the sale of these rights.
For more information about the tax benefits of a planned gift, see your attorney, accountant or financial advisor. If you have already made a provision, or wish to discuss how your charitable gift can benefit HPI, contact HPI president, Leslie Batchelor, at 232-4606. Your inquiry will be completely confidential.