The Heritage Society
Upbring relies on many faithful people who willingly provide financial resources to carry out its mission. Many do this on a year-by-year basis and thus are able to see the results and benefits of their gifts. Many also have quietly remembered Upbring through wills and other types of deferred gifts, confident that their gifts will be used wisely after they are called to heaven.
Upbring founded the Heritage Society as a way of thanking its friends who have made plans to support our mission through a deferred gift. The Heritage Society recognizes these friends of Upbring for their wonderful stewardship and the tremendous blessings their gifts will bring to others in the future; it also encourages other friends to participate so they, too, may help Upbring fulfill its mission of service.
Everyone who includes Upbring in his or her estate plan may join the Heritage Society simply by notifying Upbring’s Gift Planning Office.
Being part of the Heritage Society provides many benefits. You will receive:
- Information about Upbring and the ways in which planned gifts assist the community.
- Information regarding the latest developments in tax laws and other trends affecting your planned gifts.
- Joy and satisfaction in knowing your support will make a difference in advancing Upbring’s future and supporting its mission and core values.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.