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Heritage Oak Society

An Invitation to Join Heritage Oak Society

Members of Heritage Oak Society have expressed their commitment to The University of Toledo Foundation through a very special and important form of financial support.

These donors have named The University of Toledo Foundation as the beneficiary of a planned gift. Such gifts might include a bequest, appreciated securities, gifts of retirement accounts, gifts of life insurance and/or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts.

Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in Heritage Oak Society.

Membership Benefits

Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.

Benefits of membership in Heritage Oak Society also may include luncheons, invitations to special events and seminars and a subscription to our newsletter.

The most important benefit you will receive from joining Heritage Oak Society is the satisfaction derived from making a lasting contribution to our long-term success.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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