Show them you care by creating a heritage society with special events, communications.

By Alison O'carroll

Who can join?
Since one of the underlying purposes behind the society is to strengthen relationships with your organization, it’s to your advantage to be generously inclusive. In that spirit, all donors who make future financial provisions for the organization should qualify. This means any donors who establish life income arrangements (charitable trusts, gift annuities), arrange for retained life estates or donate life insurance policies (all irrevocable), as well as those providing for bequests or naming your organization as a beneficiary of their retirement plans or life insurance policies (revocable). The common theme of these donors is their belief that providing for the future of the organization is important.