A bequest is the most frequent type of planned gift. The three kinds of bequests are specific, percentage, and residual.

Specific: Names a specific amount or item to be given by your estate.
Percentage: Names a percentage amount to be given by your estate.
Residual: After all other bequests are made, whatever is left over is given by your estate.

In as little as one sentence, you can include The Heights in your will or living trust:

“I give to The Heights Inc., located at 10400 Seven Locks Road Potomac, MD 20854, or its successor thereto, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

Besides bequests, you can leave a gift to The Heights through a beneficiary designation of IRAs, retirement plans, life insurance policies, or commercial annuities.

Here’s how to designate The Heights as a beneficiary:

1. Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.
2. Decide what percentage (1 to 100) you would like The Heights to receive and name The Heights Inc., along with the percentage you choose, on the beneficiary form.
3. Return the completed form to your plan administrator, insurance company, bank, or financial institution.

If you include The Heights in your estate plans, please be sure to use its full legal name and federal tax ID number.

Legal Name: The Heights, Inc.
Federal Tax ID Number: 52-1128002
Address: 10400 Seven Locks Road Potomac, MD 20854

Individuals who have recognized The Heights in their estate plan are invited to join The Heights Legacy Society.

Have you already made The Heights a part of your estate plan? We’d love to know! Please contact us with your intent so we can be sure your gift is honored in the way you have in mind.

Please contact James Kolakowski at 301.365.0227 x254 or jkolakowski@heights.edu to talk more about the different options for including The Heights in your will or estate plan.