Demonstrate your lasting support of EdVenture’s mission by setting up a planned gift today. Consult your attorney, tax advisor or financial planner to be certain a planned giving is the right choice for you and your family.
Establish a bequest to EdVenture in your will with the help of your attorney. Bequests do not affect your current financial position and can offer significant tax advantages.
There are many bequest options including:
• Specific: a fixed dollar amount or specific property designation.
• Percentage: a percentage of your estate designation.
• Residual: the balance or residue of an estate designation.
• Contingent: designating assets to EdVenture if other bequests cannot be fulfilled.
Life Insurance Policies and Retirement Accounts
When you designate EdVenture as a beneficiary to a life insurance policy or retirement account, you’ll be able to access significant tax advantages and make a generous donation.
Louis Fawcett, Senior Vice President of Principal Gifts