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PROFESSIONAL ADVISORS

We want to help you, help your clients.

 

Your clients have many options when it comes to investment.  At Heritage Fund, we specialize in working with donors to invest in the causes they care most about.  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 – at HFBC we have the experience and expertise to assist.

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Helping your clients invest in the causes they care most deeply about generates a return beyond the portfolio and will support your growing relationship.  

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Contact Director of Development, Kristin Munn for more information.

Forms & Resouces

Types of Funds We Offer

Heritage Fund offers a wide range of fund types to accommodate a donor’s particular passion, charitable wish and level of involvement and address the broad needs of residents of Bartholomew County.

Legacy Giving & Estate Planning

We are proud to work with caring donors to develop a gift plan that honors an individual or family legacy while giving back in a meaningful way.

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