Estate & Gift Planning

Estate Planning

What are the benefits of making a bequest?
– You leave a lasting legacy to be remembered
– You lessen the burden of taxes on your family
– You may receive estate tax savings

How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Henderson County Education Foundation as a part of your estate plan. You may be asked to provide our tax ID number, which is 58-1734733

Make A Gift From My IRA

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year. Read more about IRA charitable rollover distributions, and qualified charitable distributions.

Benefits of an IRA charitable rollover

Avoid taxes on transfers of up to $105,000 from your IRA to Henderson County Education Foundation
May satisfy your required minimum distribution (RMD) for the year
Reduce your taxable income, even if you do not itemize deductions
Make a gift that is not subject to the deduction limits on charitable gifts
Help further the work and mission of our organization

Contact your IRA plan administrator to make a gift from your IRA to us. You may need to provide Henderson County Education Foundation’s tax ID number, which is 58-1734733.

Your IRA funds will be directly transferred to Henderson County Education Foundation to help continue our important work.
Please contact us if you wish for your gift to be used for a specific purpose.

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

Gifts From Your IRA

If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use the “Make a Gift From My IRA” tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.