The Huntington

Why We Give

Ron Wardwell

Find out how Ron and others are giving back.

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Planned Giving

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Find the Gift That's Right for You


Thank you for your interest in supporting The Huntington. By making a planned gift, you can help The Huntington continue to enrich, inform, and enlighten—and gain financial and tax benefits for you and your family. Click below to get started!


Plan by Life Stage Plan by Life Stage

Find the information that fits your stage in life.

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Read this month's featured articles on gift and estate planning.

Build Your Gift Build Your Gift

Answer these simple questions to see recommendations for which gift types meet your needs.

Ways to Give Ways to Give

Discover the many different ways of giving.

If you would like further information, please contact Cris Lutz, Planned Giving Director, at (626)405-2212 or clutz@huntington.org


The IRA Charitable Rollover Is Back for 2012 and 2013!

The charitable IRA rollover legislation allows you to transfer lifetime gifts up to $100,000 using funds from your individual retirement account (IRA) without undesirable tax effects.

You may contribute funds this way if:

  • You are age 70½ or older at the time of the gift.
  • You made a gift of any amount up to $100,000 in 2012 or make a gift before Feb. 1, 2013, which may count retroactively for 2012.
  • You make a gift of any amount up to $100,000 on or before Dec. 31, 2013, to qualify for 2013.
  • You transfer funds directly from an IRA.

To review charitable IRA rollover form click here

The Arabella and Henry Huntington Heritage Society

The Arabella and Henry Huntington Heritage Society recognizes and honors individuals who have made a commitment to the future of The Huntington by including the institution in their estate plans.If you have made or are considering making a bequest or other planned gift to support The Huntington, please let us know. We would like the opportunity to acknowledge your thoughtful planning for The Huntington’s future.

Learn how you can become a member of our Heritage Society.
Sample Bequest Language.
 
SPECIAL TAX
SAVINGS IN 2011

Contact Us

Cris Lutz
Planned Giving Director

Phone: (626) 405-2212
Fax: (626) 449-5656
E-mail: clutz@huntington.org

1151 Oxford Road
San Marino, CA 91108
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