Creating a Lasting Legacy

Planned giving means arranging a future charitable gift through your financial or estate plans. These gifts are structured during your lifetime and often take effect later, letting you support education while aligning your philanthropic goals with your financial plans.

Your Legacy. Their Opportunity.

Planned giving offers a meaningful way to support education and create a lasting legacy for future generations. Your gift can open classroom doors for tomorrow’s innovators and help transform lives for years to come. Through financial or estate planning, individuals, families, and organizations can make future gifts that strengthen educational opportunities and often receive tax and financial benefits.

How Planned Giving Can Help

Planned gifts can provide financial benefits for you or your loved ones, may qualify for charitable tax advantages, and allow you to leave a legacy that supports education for generations.

Flexible Ways to Give

There are many ways to include charitable giving in your financial planning. Gifts may be made through wills, beneficiary designations, retirement accounts, life insurance policies, charitable trusts, or other financial arrangements. Donors can choose an approach that matches their personal and financial goals.

Honoring Someone Special

Tributes and memorial gifts offer a meaningful way to honor or remember someone whose life or influence deserves recognition. These gifts celebrate the legacy of loved ones, mentors, colleagues, or community leaders and help create opportunities for future students.

Bequests and Estate Gifts

Including a charitable gift in your will or estate plan is one of the most common and flexible ways to support education. Bequests let donors make a meaningful future gift while keeping full control of their assets during their lifetime. Retirement plans, IRAs, life insurance policies, and annuities can support charitable causes through simple beneficiary forms. Since these assets often carry tax implications when transferred to heirs, directing them to charitable giving can be a tax-efficient way to make a lasting impact. For example, leaving your IRA to the foundation can avoid income taxes your heirs would otherwise pay, making your gift go further for both your legacy and your loved ones.

Life-Income Gifts

Charitable gift annuities let donors make a gift that provides income for life or for a set period. Receive steady income now, then help fund scholarships for tomorrow. These arrangements can offer financial benefits today while ensuring remaining funds support educational opportunities in the future.

Trust-Based Giving Options

Charitable remainder trusts and charitable lead trusts provide structured ways to make substantial future gifts while balancing family financial planning. These trusts can provide income to donors or their beneficiaries and ultimately direct support toward long-term educational impact.

Guidance and Partnership

Choosing the right planned gift depends on your personal circumstances and financial goals. Foundation staff is available to work with individuals, families, businesses, and advisors to help identify the giving options that best align with personal goals, financial plans, and philanthropic interests.

Contact our team for a confidential conversation about options tailored to you. We are here to answer your questions and help you explore the best ways to make an impact through your legacy. Call us at 309-854-1715 or email us to get started.