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PLANNED GIVING
PARTNER TOOLKITPlan with heart.
Invest for good. Dear Partner,
Welcome to the Planned Giving Partner Toolkit, a resource to help you establish a successful
Planned Giving and Endowment
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How to fill out plan with heart

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01
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What is plan with heart?
Plan with heart is a program designed to promote heart health and encourage healthy lifestyle choices.
Who is required to file plan with heart?
All employees are required to file a plan with heart.
How to fill out plan with heart?
Plan with heart can be filled out online through the official website or in person at designated locations.
What is the purpose of plan with heart?
The purpose of plan with heart is to improve heart health and overall well-being of individuals.
What information must be reported on plan with heart?
Information such as exercise routine, dietary habits, and any existing medical conditions must be reported on plan with heart.
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