Join us in our mission of ending cancer for life
Your support empowers Heartfelt Charity to push boundaries and make new discoveries that improve the lives of people with cancer worldwide.
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The Heartfelt Charity community is raising essential funds to accelerate advances in the most promising areas of cancer research and care.
Our community of 1 million-plus active donors is changing how the world treats cancer
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Bequests and Wills
Remembering Heartfelt Charity in Your Estate Plans
A bequest is a gift through your will or living trust that costs you nothing now but provides support to Heartfelt Charity after your lifetime. Bequests offer flexibility and can be structured to fit your personal situation. The gift is revocable, so you can change your mind at any time should your circumstances change.
You can make a bequest of cash, marketable securities, real estate, or personal property such as art or jewelry. Or you can simply give us a percentage of your estate.
Sample Bequest Wording
Although legal consultation is advisable before you establish any type of will provision, you can make your gift in as little as one sentence
Please contact us to receive our Legacy Planning brochure, or to discuss other ways to direct your support, such as designating your gift for a special purpose or program within the scope of Heartfelt Charity’s mission.
Beneficiary Designations
3 Ways to Make an Impact Beyond Your Will
Not everyone wants to make a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- Life insurance policies
- Savings accounts/certificates of deposit
- IRAs and retirement plans
Life Insurance
A life insurance policy could help you make a much larger contribution than you ever thought possible.
Ways to Give
- Name Heartfelt Charity as the recipient of all or part of the proceeds of a life insurance policy that is no longer needed for family protection.
- Contribute a paid-up policy during your lifetime, resulting in a charitable deduction if you itemize for an amount approximately equal to your policy’s cash surrender value.
- Depending on state law, purchase a new life insurance policy in which you name Heartfelt Charity as beneficiary or co-beneficiary.
Savings Account or Certificate of Deposit
A savings account or certificate of deposit can provide immediate support to Heartfelt Charity after you die if you name Heartfelt Charity as a beneficiary on a payable-on-death account. It’s easy. Just ask your bank representative to explain the steps you need to take.
With a payable-on-death account, you maintain control of the assets throughout your life. If your circumstances change, you may revoke the gift, withdraw the assets, or close the account.
A payable-on-death account is not available in all states.
Retirement Account
Although IRAs and 401(k) accounts are excellent vehicles to accumulate assets for use during retirement, they are far less effective for transferring wealth to your loved ones. Distributions made from your retirement account assets to your designated beneficiaries will be taxed at their ordinary income tax rates. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. It is one of the simplest and most tax-efficient ways to leave a legacy at Heartfelt Charity.
