Legacy Giving & The Forever Society 
 

There are so many ways to make a lasting impact on Warm Hearth and our residents.  One of those ways is through making a gift to Friends of Warm Hearth through your will or estate.  There are several different vehicles, and your financial planner should be consulted to help you determine which one bests suits your situation.  

Some people choose to designate a percentage or dollar amount of their estate or retirement funds, while others seek to use investment vehicles that provide income simultaneously for themselves, their family as well as a nonprofit organization.  It’s important to take the time to discern the gift that is right for you.  This is one incredible way to bless and sustain our residents and their forever homes. Thank you for considering becoming part of our Forever Society.

Ways to Give

Bequests: A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Warm Hearth at the same time.  

A Bequest may be right for you if:
- You want the flexibility to change your mind
- You want continued access to your wealth should you need it
- You are concerned about outliving your resources

Beneficiary Designations:

A beneficiary designation is one of the simplest ways to make a gift to Friends of Warm Hearth.  It’s often as easy as filling out a form.  Designations can be made from retirement accounts, life insurance policies, and other investment accounts.  Simply designate a dollar amount or a percentage, or select Friends of Warm Hearth as a contingent beneficiary. 

Annuities & Trusts:

Charitable Gift Annuities (CGAs) and other annuities and trusts provide opportunities to donate cash, securities and other assets to benefit Friends of Warm Hearth, in addition to providing income to the donor or their designated beneficiaries. 

Planned Giving Benefits

In addition to the meaningful contribution your planned gift makes to the residents of Friends of Warm Hearth, your donation can provide you with valuable tax benefits, income opportunities, and the elimination or reduction of capital gains tax.  Be sure to consult your legal and tax advisors regarding your specific situation. 
 

Choosing the Gift that’s Right for You

Do you have ideas or questions about choosing a planned gift that’s right for you? 
Speak confidentially with Friends of Warm Hearth, Inc. Executive Director by calling
(928) 607-7025 or emailing natalie@friendsofwarmhearth.org.

Friends of Warm Hearth Forever Society
 

When you make a planned gift, you show your personal commitment to Friends of Warm Hearth.  Please notify us of your gift plans so we can thank and acknowledge you as a member of our Forever Society, if you so desire. 

Thank you for considering joining the Forever Society! 
 

Information about Friends of Warm Hearth for your Will or Beneficiary Forms:
 

Legal Name: Friends of Warm Hearth
Address: PO Box 1081; Flagstaff, AZ 86002
Tax ID # 203-46-3804