Are you looking for a meaningful way to support a quality education for future generations? We don’t know what the future holds for education, but you can be certain that AdoptAClassroom.org will be there to help.
A simple step toward our shared goal is to make a legacy gift to AdoptAClassroom.org through your will or trust.
Why make a legacy giving plan?
Remain in Control: Your gift remains in your control; you retain control of your assets and can make changes at any time to your beneficiary designations or will.
Tax Benefits: Your gift may qualify for tax-exempt status in federal and state estate taxes.
Pass on your values: After your lifetime, your gift will be a lasting impact and support equity in education for future generations.
Why make a legacy giving plan?
If you don’t already have a will, tackling the process of creating one can feel intimidating, but it doesn’t have to. Here’s how to start:
Gather important information – Gather and note important information, including personal and financial information, expected beneficiaries, family care, and important documents.
Consult with professionals – While it is possible to write your own will or revocable trust, it is better to work with an attorney. That person can ensure that your will or trust legally provides for your beneficiaries in the manner you direct.
Decide how to distribute your assets – Specify who receives tangible personal property (e.g. jewelry, automobiles). Detail what happens to your home or other real estate. This is when you can choose to leave a legacy gift to AdoptAClassroom.org, or another nonprofit you care about. Search for us by EIN Number: 65-0828272. When making your designation, you can leave a percentage of your estate or a set amount to your charity of choice.
Select a representative or trustee – Your personal representative or trustee will be responsible for seeing that the provisions you included in your will or trust are carried out.
Review and update your plan periodically – There are many reasons to review your plan periodically, including life changes, changes in tax laws, or moving to a new state where new laws may apply. Or, you may decide to make additional charitable contributions.
Creating an estate plan can seem overwhelming at first. However, having a plan in place can bring you and your loved ones peace of mind. When your plan is complete, you can be assured your legacy is intentionally crafted, and the future will go smoothly for those you care about.
I already have a will or trust. Can I add AdoptAClassroom.org?
Absolutely! When editing your will or trust online or in-person, you select AdoptAClassroom.org as one of your beneficiaries. You can give a percentage of your assets or a set amount of money to our non-profit. Make sure you’re designating the right beneficiary by searching for our EIN: 65-0828272
Have questions?
We’re here to help. If you have questions about legacy gifts or other ways you can make an impact, please contact our Development Director, Angie Harris, at [email protected].
We accept many donation options to fit your goals.
Learn more:
• Donor-Advised Funds
• Donate Stock
• Qualified Charitable Distribution
• Employee Matching
• More Ways to Give
AdoptAClassroom.org does not provide financial advice. Please consult your personal accountant or financial advisor to determine what financial decisions are best for you.