Legacy giving is a meaningful way to support HeartMath Institute’s mission and research.
To include HeartMath Institute in your will or living trust, please share the following information with your attorney:
Legal Name: Institute of HeartMath,
14700 West Park Ave
Boulder Creek, CA 95006
Tax ID Number: 95-4023617
You may leave a specific amount, a percentage of your estate, or a residual bequest.
For sample bequest language or confidential assistance, please contact Katherine Floriano at 831-338-8717 or [email protected]
Four Options for Getting Started
Bequests
By including HeartMath in your will, you can offer support without giving up crucial assets you may need now.
Retirement Assets
By making a gift of retirement assets, you may save your estate the significant burden of paying both estate and income taxes on those assets.
Life Insurance
Donating your life insurance policy to HeartMath may allow you to claim an immediate income tax deduction for the current value of the policy, and you may also be able to deduct your future premium payments.
Trusts
Charitable remainder trusts offer supporters a way to provide for themselves and their loved ones while they are alive and also support HeartMath.
