Goals & Benefits
There are many ways to support the HeartMath Institute. These options will help you achieve different goals.
|
Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to HMI that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help HMI. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name HMI as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
|
Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to HMI. |
|
Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to HMI for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |