Henderson County Education Foundation

Estate & Gift Planning

Estate Planning: Wills and Trusts

Why Make a Bequest?

A bequest is a powerful way to make a lasting impact—one that reflects your values and supports future generations. Benefits include:

Creating a legacy that honors your commitment to education and community
Reducing the tax burden on your loved ones
Potential estate tax savings, depending on your financial situation

What Are My Options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How to Make a Bequest:

Making a bequest is simple and meaningful. With the guidance of your financial or legal advisor, you can include language in your will or trust that designates a gift to family, friends, or the Henderson County Education Foundation as part of your estate plan.

If needed, our Tax ID number is 58-1734733.

Your bequest ensures that your generosity lives on—supporting programs like educator mini-grants, literacy initiatives, and leadership development for years to come.

Make A Gift From Your IRA

Make a Meaningful Impact with Your IRA

If you’re 70½ or older, you may be looking for a way to support a cause close to your heart while also making smart financial decisions. An IRA charitable rollover—also known as a Qualified Charitable Distribution (QCD)—is a powerful way to do both.

By making a gift directly from your IRA to the Henderson County Education Foundation, you can help advance our mission while enjoying valuable tax benefits.

Benefits of an IRA Charitable Rollover

Avoid income taxes on transfers of up to $105,000 from your IRA
Satisfy your Required Minimum Distribution (RMD) for the year
Lower your taxable income, even if you don’t itemize deductions
Make a gift that isn’t subject to charitable deduction limits
Support educational programs that uplift students and educators in Henderson County

How to Make Your Gift

To initiate a charitable rollover, simply contact your IRA plan administrator and request a direct transfer to:

Henderson County Education Foundation Tax ID: 58-1734733

Your IRA funds will be sent directly to us, helping sustain vital programs like literacy initiatives, scholarships, and teacher grants.

If you’d like your gift to support a specific program or purpose, please reach out—we’d love to honor your intentions.

You can also use the “Make a Gift From My IRA” tool to streamline the process and notify your IRA custodian. We’ll acknowledge your generous contribution as a qualified charitable distribution, which may count toward your RMD.

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.

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