Outright Gifts

We accept cash, checks or you can make a credit card gift by using our secure online donation form here.

Appreciated Property

Publicly traded stock, closely held stock, real estate.

Private Foundation Assets

Your existing private foundation may also be converted into your donor advised fund or supporting organization within The WiseHeart Foundation. This enables you to retain the name and purpose of the private foundation while alleviating the administrative and compliance functions.

Planned Gifts:


A bequest to The WiseHeart Foundation is as simple as adding a codicil to your will. This is the most common planned gift and it may provide you with valuable estate tax savings.

Life Insurance

One of the easiest ways to make a significant contribution is to give a life insurance policy to The WiseHeart Foundation for your Fund. You may give a policy no longer needed, take out a new policy or name The WiseHeart Foundation as a beneficiary of an existing policy and receive valuable income and estate tax savings.

Charitable Remainder Trust

A Charitable Remainder Trust (CRT) allows you to establish a trust for the ultimate benefit of your Fund while retaining the income generated by the assets given. A CRT may eliminate capital gains taxes, reduce or eliminate estate taxes, improve lifetime cash flow, and may provide for heirs as well. Charitable Lead TrustThis trust allows you to provide income to your Fund for a fixed number of years. The remainder is then returned to you or a named beneficiary.

Charitable Gift Annuity

With a Charitable Gift Annuity your one-time gift will pay a return for as long as you and your spouse live. Upon your death, the principal of your annuity will be placed in an endowment fund in your name. You may specify where your money is to go based on your charitable interests, or ask The WiseHeart Foundation to allocate the funds where the needs are greatest.

Pooled Income Fund

A Pooled Income Fund works much like a mutual fund. You receive a variable amount of income each year for life for up to two income beneficiaries, and the assets ultimately go to The WiseHeart Foundation to benefit your charitable interests.

Retirement Accounts

Qualified retirement plan accounts are subjected to layers of taxation (i.e., estate tax, federal income tax and state income tax). For some accounts, the combination of these taxes can be as high as 75-85 percent.