Planned Giving

By using the tools of planned giving, you can arrange for a gift to be made to The Heartland Institute from your estate, reduce your taxes, and even earn money on your gift! If you have any questions as you explore this site, please contact us or call Gwendalyn Carver, Director of Development at 312/377-4000.

Wills Guide We can send you a FREE Wills Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Donor Story Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I understand that I can take...
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Washington News
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a...
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Donor Story
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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