Gift Planning

Gifts for Today

Appreciated Securities

Appreciated securities can be donated to the Cave Hill Heritage Foundation by contacting your stock broker and making a request to transfer a number of shares to the Foundation. Your broker will contact us to complete the transfer, at which point we will liquidate the securities. You may be eligible for an income tax charitable deduction based upon the fair market value of the securities on the day you make the gift.

Endowed Funds (Donor Advised Fund)

An endowed fund (donor advised fund) is a charitable giving tool that combines maximum tax benefits with the flexibility to support the Cave Hill Heritage Foundation. You make a tax-deductible contribution to start your fund, the contributions are invested for long-term growth, and the Cave Hill Heritage Foundation receives support from the fund as indicated by you or an advisory committee appointed to oversee the fund.

Memorial Gifts

A gift in memory of your loved one is a simple way to support the Cave Hill Heritage Foundation. Memorial trees and benches can be purchased for a nominal fee or a donation can be made in someone's name.

Gift Planning Brochure / Contact Options

Please contact the Cave Hill Heritage Foundation for more information regarding this gift planning option at (502) 451-5630 , ext. 5. Or use our contact form.

Gift Planning Brochure Download

Gifts for Tomorrow

Bequest

There are many advantages to establishing a bequest to the Cave Hill Heritage Foundation, such as making a large future gift at no immediate cost. This can be done by a simple statement in your will, such as:

I give the Cave Hill Heritage Foundation, 701 Baxter Avenue, Louisville, Kentucky 40204, Federal ID 56-2498254, (_____% of the residue of my estate) or (the sum of $____), to be used by the Cave Hill Heritage Foundation wherever the needs and opportunities are greatest.

Life Income Funds

Donors wanting to generate income for their lifetimes while making an ultimate financial contribution to the Cave Hill Heritage Foundation should consider establishing a life income fund, such as a Charitable Remainder Trust or Charitable Gift Annuity.

Gift Planning Brochure / Contact Options

Please contact the Cave Hill Heritage Foundation for more information regarding this gift planning option at (502) 451-5630 , ext. 5. Or use our contact form.

Gift Planning Brochure Download