Professional Advisors Resources

We want to help you help your clients.

At Heritage Fund, we specialize in working with donors to invest in the charitable causes they care about most.

Your Philanthropy – Your Way – means we can work with your clients to customize giving options that match their situation and interests. Whether it is donating IRA required minimum distributions, including a cause, charity or religious organization in an estate plan, gifting securities, and/or establishing an endowment fund or personal foundation – we have the experience and expertise to assist. Helping your clients invest in the causes they care most deeply about generates a return beyond the portfolio and will support your growing relationship.

Questions about setting up a fund for your client? Contact us!

Types of Funds

Heritage Fund offers a wide range of fund types to accommodate a donor’s particular passion or charitable intent as well as address the needs of our community;

Designated Funds – Donors designate specific not-for-profit organizations to receive grants.

Donor Advised Funds – Donors recommend non-for-profit organizations to receive grants.

Field of Interest Funds – Donors select charitable interest areas to receive grants.

Scholarship Funds – Donor gifts provide scholarships with specific criteria.

Agency Designated Funds – Funds established by an organization or donor for the benefit of an organization.

Personal Foundation Funds (a type of donor advised fund) – For donors looking to practice strategic philanthropy at the highest level.

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Ways to Give

We know that everyone has a different approach to giving, and we want to help you feel good about supporting the causes that matter most to you. Heritage Fund offers a variety of ways to support your local community through philanthropic giving.

Love Where You Live / Community Fund

“Love Where You Live” with a gift to the Community Fund. Our annual Love Where You Live campaign supports the Community Fund and provides donors an opportunity to celebrate our community by giving back to projects, programs and organizations that improve the quality of life in Bartholomew County.

Legacy Giving

Including Heritage Fund in your estate plan is a simple, yet powerful way to invest in the future of your community. When you make a planned gift – of any size – you are making an investment in the future and building a better community for the next generation. initiatives.

Establish a Fund

Depending on your passion, you may want to start a fund that benefits the causes you care about – now and in the future. Heritage Fund offers a variety of fund types to meet your needs.

Give to an Existing Fund

Heritage Fund has more than 300 funds that support specific organizations, causes, and scholarships. Donors can call our office or search online for a fund that meets their charitable interests.