Ensuring a Legacy of Care and Support for Generations to Come

Ways to Give

Gift Through a Refundable Membership Fee

A refundable membership fee assignment allows you to contribute through your Heritage Community Residency Agreement.

  • Costs nothing during your lifetime.
  • Offers flexibility in designating an amount or percentage.
  • Helps sustain our mission for future generations.

Gift Through Your Will or Estate

A bequest allows you to leave a gift in your will or trust, ensuring your legacy.

  • Keeps assets under your control during your lifetime.
  • May be modified to suit changing circumstances.
  • May provide estate tax benefits.

Explore
the Many Ways to Give

Your generosity can take many forms — each one creating a ripple of impact:

  • Cash Gifts and Pledges – Make an immediate difference or spread your gift over time.
  • Gifts of Appreciated Securities – Avoid capital gains taxes while supporting a cause you care about.
  • Donor Advised Funds – Recommend a grant from your DAF for an immediate or future gift or named as beneficiary.
  • Charitable Gift Annuities – Receive fixed income for life while supporting our mission.
  • Life Insurance Beneficiary Designations – Name Heritage as a beneficiary of a policy you no longer need.
  • Gifts of Real Estate – Transform property into lasting impact—outright or as part of your estate.
  • Retirement Assets & IRA Rollovers – Give from your IRA tax-free if you’re 70½ or older.

Many of these options offer meaningful tax advantages, such as reducing capital gains or lowering estate taxes. Talk with your financial advisor to find the strategy that’s right for you.

Impact of Your Gift

A Legacy of Care

Your generosity creates lasting change by:

  • Ensuring every resident has a safe, welcoming home—regardless of financial circumstances.
  • Advancing innovative programs that nurture mind, body, and spirit.
  • Enhancing community spaces to foster connection, joy, and dignity.
  • Empowering staff through education awards and emergency assistance.
  • Supporting families and caregivers through the Memory Care Learning Center.

Create a Legacy of Compassion

At Heritage Community of Kalamazoo, your legacy can be a beacon of hope and care for generations to come. By including the Heritage Community of Kalamazoo Foundation in your estate plans, you ensure that seniors continue to live with dignity, staff receive the support they need, and families find solace through our Memory Care Learning Center.

Let’s Begin the Conversation

Reach out to Aaron Bradford, CFRE, our Foundation Director, to explore how your planned gift can make a lasting impact.

Call: (269) 276-4046

Email: ABradford@HeritageCommunity.com

Together, we can build a future where compassion and care are the cornerstones of our community.

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