Planned Giving
Join the TREE Fund Heritage Oak Society
“Planned Giving” is gaining popularity among donors whose philanthropic goals exceed their current means. By including the TREE Fund in their estate plans members of the Heritage Oak Society help to sustain the urban forests of the future, They are the underwriters of discovery, funding the answers to questions not yet asked.
Your tax attorney and estate planning professional should be consulted when considering a legacy gift to the TREE Fund. Options to consider include a bequest of cash or stock to the TREE Fund in your will, or designation of the TREE Fund as a beneficiary on life insurance policies and/or retirement accounts.
Instructions on how to include TREE Fund in your will can be downloaded here.
Why join the Heritage Oak Society?
“Trees are not an amenity that can be neglected when the economy gets tight. This is a way to provide for their care into the future, and to make sure that the safety programs that protect our workforce continue to evolve. I didn’t make this decision because I was asked; I did it because it’s important. We all have a role to play in planning for the future of our trees.” – Rose Epperson, Heritage Oak Society member since 2010
Founding Members of the TREE Fund Heritage Oak Society
John Z. Duling (in Memoriam)
Robert Felix (in Memoriam)
William E. DeVos
Timothy Gamma
Laurence R. Hall
William P. Kruidenier
Sharon Lilly
Mr. & Mrs. Kenneth D. Meyer
John & Bonnie Moran
Jerri Moorman
Kenneth Ottman
Debbie Price
Jim & Colleen Skiera
Gary Watson
Allan J. West
Additional Members
Tom Prosser
Pepper & Denise Provenzano
Rose Epperson
Jeffrey Carney
