Dr. Charles Hall Legacy Society
Building a Legacy of Change
It all stars with YOU.
Your gift can make a remarkable difference to HEALS, Inc. now and/or in the future. You also have the option to direct your gift to support a specific area of service. Our Development Director, along with your financial advisor, can assist you with the designation and provide suggested language for your will or codicil to identify the area(s) you would like to support.
What is a Legacy Gift?
A legacy gift, also known as planned giving, is a way to make a charitable gift through thoughtful estate planning. A planned gift, as part of an overall estate plan, takes your needs, as well as the needs of your loved ones, into consideration while helping support a cause or charity that is personally meaningful to you.
Types of Legacy Gifts
- Will or Trust
- Retirement Assets
- Life Insurance
- Charitable Gift Annuity
- Charitable Remainder Trusts
- IRA Rollover
- Stock Gifts
- Lead Trust For beneficiary gifts from retirement plans, life insurance, brokerage accounts or any other plan with a beneficiary designation, please contact your plan provider for a change of beneficiary form, then let us know of the designation.
Why do I need a will or trust?
Creating a detailed will is critical to ensuring that your estate will continue to yield benefits to your family and organizations that are important to you in line with your wishes.
How do you benefit?
A legacy gift may enable you to make a more significant donation than you may have thought possible. It can create opportunities to support a favorite organization in a very substantial way.
How does your family & loved ones benefit?
A legacy gift can create potential savings on capital gains or estate taxes, lessening the financial burden on your family and loved ones.
Small change, big impact.
Your gift can make a remarkable difference to HEALS, Inc. now and/or in the future. You also have the option to direct your gift to support a specific area of service. Our Development Director, along with your financial advisor, can assist you with the designation and provide suggested language for your will or codicil to identify the area(s) you would like to support.
You already included HEALS, Inc. in your plan
If you’ve included HEALS, Inc. in your philanthropic plans or intend to do so, please let us know. Sharing your intentions allows us to help you choose the gift that’s right for you, and better plan for HEALS, Inc’s future.
About Dr. Charles Hall
Established in 1964 by Dr. Charles Hall, Alabama Pediatric Dental Associates & Orthodontics has been a cornerstone of exceptional care in the community. Dr. Hall, a compassionate and visionary leader, not only built a thriving dental practice but also played a pivotal role in creating the HEALS, Inc. dental program.
His dedication to improving children’s dental health has left a lasting legacy, and now, you have the opportunity to continue making a profound difference in the lives of others.
We invite you to be a part of the solution by leaving a legacy gift! Contact us to help you start planning your legacy with HEALS, Inc.
Contact us
Risha Sanderson, Chief Development Officer
256.428.7560 or risha.sanderson@healsinc.org
