PLANNED GIFTS

Enduring gifts, such as endowments or bequests, allows you to have control over gifts that can help transform the lives of students in your community for years to come. Many such legacy gifts even provide tax savings for you or your family, now and in the future.

I have remembered the Halton Learning Foundation in my will because I want others to benefit from education as much as I did.” (retired teacher)

We invite you to consider the following planned gift options. 

• Wills/bequests
• Gifts of securities (link to donation form) 
• Gifts of Property
• Annuity
• Special Trust Funds
• Life Insurance

For more information about creating a lasting legacy for students in your community, please contact Jim Martin at HLF or read the Free Guide to Talking to Your Advisor. The options you choose will depend on your unique circumstances. Please consult with your financial planner or lawyer for specific advice.