Legacy Planning
Leaving a lasting legacy is a gift that keeps on giving
Life & Legacy is a proven program that trains local Jewish agencies and synagogues to work together to build endowment funding for future generations. Through the Create a Jewish Legacy and Life & Legacy initiative with our partner, the Jewish Community Foundation of Orange County, we are working together to assist those who want to leave a legacy, but have not yet made plans to do so.
Leave a lasting legacy
For eleven years, Heritage Pointe has been a partner with the Harold Grinspoon Create A Jewish Legacy Program. During that time, numerous “realized gifts” have helped to grow our funds, provide capital improvements, and continue to fund numerous programs for our residents. Such is the wonderful gift of the fish aquarium gifted by residents Larry Goldberg and Zelda Smith in memory of their spouses.
With our guidance, people of all ages and means are making individual legacy plans that support the causes and organizations that fuel their passion and shape their lives.
More than 970 people in Orange County have signed a Letter of Intent sharing their promise to make a gift to one or more of the Foundation’s Life & Legacy Partners.
We hope you will join us by leaving a Life & Legacy gift for Heritage Pointe.
To find out how to leave your gift, contact Beth Slavin, Director of Philanthropy and Major Gifts, at 949-276-6232 or [email protected].
