Gifts Anyone Can Afford

You can support IHM with gifts that don't impact the way you live. You can designate the Institute of HeartMath to receive estate assets in the future, or you can make immediate gifts to us of assets that are "out of sight and out of mind."

We call these "Gifts Anyone Can Afford" because anyone can make them now without impacting their cash flow, lifestyle, or family security.

The Benefits

• You can make a gift that costs you nothing during your lifetime.
• You can make a gift that leaves your cash flow and current financial planning unchanged.
• You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.

Popular Giving Arrangements

Gifts From Your Will or Trust
Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations have ceased.

• Learn more about a Will Plan
• Sample Gift Language
• Sample Codicil

Gifts from a Retirement Plan
Give us assets subject to double taxation, then leave more to your family. Learn more about Gifts from a Retirement Plan.

Gifts of Stock and Appreciated Assets
Here's how to take advantage of appreciated securities without incurring capital gains tax. Learn more about Gifts of Appreciated Securities.

Gifts of Life Insurance
You don't need a large estate to make a significant gift to us. Here's how you can leverage your dollars for a larger gift. Learn more about Gifts of Life Insurance.

Related Links

Goals & Benefits

Glossary