PLANNED GIVING

HARRIET TUBMAN LEGACY

Heart and Soul Center of Light launched the Harriet Tubman Legacy in 2017. The Legacy includes a group of our most generous and visionary donors – trail blazers like our Matron Saint, Harriet Tubman, who are committed to leaving a legacy that endures for generations to come. You too can leave a legacy that lives on by making a planned gift to Heart and Soul Center of Light. Your planned gift will help Heart and Soul create a world that works for everyone and ensure that our – world class teaching and empowerment ministry lives on in service of generations to come.

Here are some ways you can make a planned gift:

  • Wills and Estate Plans
  • Retirement Plans
  • Life Insurance Policies
  • Charitable Remainder Trusts

Wills and Estate Plans

Make a planned gift by naming Heart and Soul Center of Light in your will or estate plans. Wills and estate plans are meaningful ways to make a gift that endures. You or your attorney can include Heart and Soul as a beneficiary when you prepare or revise your will or estate plan. You can also add a codicil at any time. A codicil allows you to amend a portion of your existing will or estate plan without filing an entirely new will/estate plan.

Retirement Plans

Make a planned gift to Heart and Soul Center of Light through your retirement plan. Simply name Heart and Soul as a beneficiary. To name Heart and Soul Center of Light as a beneficiary, you can obtain a beneficiary designation form from your plan administrator. That form usually asks for the name of the beneficiary (Heart and Soul Center of Light), its address (5627 Telegraph Avenue, #405, Oakland, CA 94609), and a tax identification number (27-1529493).

Life Insurance Policies

Make a planned gift to Heart and Soul Center of Light through your life insurance policy. You can name Heart and Soul as a primary or contingent beneficiary of an existing or new life insurance policy. You can obtain a beneficiary designation form from your life insurance administrator. That form usually asks for the name of the beneficiary (Heart and Soul Center of Light), its address (5627 Telegraph Avenue, #405, Oakland, CA 94609), and a tax identification number (27-1529493).

Charitable Remainder Trusts

Make a planned gift to Heart and Soul Center of Light through a charitable remainder trust. A charitable remainder trust is an irrevocable trust that generates a potential income stream for you (the donor), or other beneficiaries, with the remainder of the donated assets going to Heart and Soul. Your attorney can help you establish a charitable remainder trust.  

We are happy to support you in making a planned gift to Heart and Soul Center of Light. We can provide general information about all of the options named above and can help guide you through the process of adding Heart and Soul to your retirement plans or life insurance policies. 

Heart and Soul Center of Light will live on for generations to come thanks to the Harriet Tubman Legacy and your enduring gifts. 

 

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