sing the Heartland Charitable Trust offers many advantages. Because of our experience, your charitable giving will be hassle free. You merely need to complete some simple paperwork and we’ll do the rest--including issuing gift checks and transmittal letters, maintaining detailed records, and providing tax documentation. Our experience will also tremendously ease the process of gifting securities, which can provide significant tax savings for you.

Yet another reason to utilize the Heartland Charitable Trust is the investment expertise we offer. All gifted funds awaiting distribution will be invested in one of our six fund offerings. Heartland Charitable Trust is unique in offering Socially Responsible Investment (SRI) funds. Available since 1985, these funds allow investors to factor their ethical and moral beliefs into their investment decision-making process.

Finally, you’ll most certainly appreciate the personal, one-on-one service you’ll receive from Heartland Charitable Trust. Although we offer the experience and expertise of a larger institution, we haven’t lost sight of our commitment to building quality relationships with our customers. With Heartland Charitable Trust, you can always expect to work with knowledgeable administrators who care about you and your individual fund.