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Planned Giving

How Will You Be Remembered?

Heritage Oak Society

Many people wish to make a difference that will last in perpetuity.  The Heritage Oak Society of The TREE Fund provides a meaningful way of recognizing those individuals now for gifts that will become effective in the future. By including the TREE Fund in their estate plans members of the Heritage Oak Society help to sustain the urban forests of the future, Heritage Oak Society members are underwriters of discovery, funding the answers to questions not yet asked.

You can create a lasting legacy through a will, living trust, charitable remainder trust, charitable gift annuity, insurance policy or qualified retirement plan.  The TREE Fund’s role is to receive, administer and provide ongoing stewardship of estate gifts to endure that its donors’ intentions are honored. Your tax attorney and estate planning professional should be consulted when considering a legacy gift to the TREE Fund.

We thank those who wish to be recognized as members of the Heritage Oak Society, and those who wish to remain anonymous, for their generosity and forethought.

Jim & Anne Barborinas
M. Janet Bornancin
Beth Buchanan & Bob Heath
Jeffrey Carney
William E. DeVos*
Debra Dickinson*
Hallie Dozier
John Z. Duling (in Memoriam)*
Rose Epperson
Robert Felix (in Memoriam)*
Timothy Gamma*
Laurence R. Hall*
Ronnie & Greg Haston*
Hyland & Beth Johns
William P. Kruidenier*
Sharon Lilly*
Mr. & Mrs. Kenneth D. Meyer*
Randall Miller
Jerri Moorman*
John & Bonnie Moran*
Robert L. Mullins*
Mike & Amy Neal
Kenneth Ottman*
Debbie Price*
Tom Prosser
Pepper & Denise Provenzano
Brian & Margaret Sayers
Jim & Colleen Skiera*
Gary Watson*
Allan J. West*


* Founding Member of the TREE Fund Heritage Oak Society

Double Your Impact TODAY ONLY!

Rocky Mountain ISA is matching all gifts to the TREE Fund today, up to $2,000! Help us make the most of this gift. Donate now!

Bartlett Tree Experts co-sponsored a symposium with the Chicago Botanic Gardens that we called 'Trees as a Legacy in Design and Development.' We had world class speakers including Peter Walker, the co-creator of the 9/11 National Memorial. Three out of our five speakers cited research they conducted that was made in part due to TREE Fund dollars! It was amazing to hear Dr. Michael Raupp, Dr. Kathy Wolf and Dr. Kelby Fite all mention the TREE Fund as contributing to their work. This is applied research at its best. When research projects such as these funded by the TREE Fund are centerpieces of conference talks I know our fundraising efforts are in the right direction. What made this even better was that the audience was NOT arborists. TREE Fund dollars were talking to landscape architects, architects, planners and government officials. There is not better advertisement for the TREE Fund than to hear applied research education allied professions to make the world a better place through trees.

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