1 – Meet With Your Estate Planning Attorney
Whether you need to create a will or simply update an earlier version, we recommend seeking the help of an estate planning attorney and tax advisor who can ensure that your will is legal and executable.
2 – Choose How To Give
Determine which giving opportunity best works for you. Different options include gifts that cost you nothing now, and gifts that may pay you income. Planned gifts include:
– Bequest by Will
– Life Insurance
– Retirement Assets
– Saving Bonds
– Charitable Remainder Trust
– Charitable Lead Trust
– Charitable Annuities
– Saving Bonds
– Gifts of Publicly-Traded Stock or Closely-Held Business Interests
3 – Let Us Know Your Plans
Please contact Peggy Marshall, Executive Director, at [email protected] or by phone at 828.697.5551 when you have named Henderson County Education Foundation (HCEF) as a beneficiary of your estate. We would love the opportunity to thank you for such a special commitment and recognize you in the Education Champion Legacy Circle.
Henderson County Education Foundation tax ID number is 58-1734733.
This information is not intended to be tax or legal advice. Please seek assistance from a professional in designing your planned gift.
CONTACT US
HENDERSON COUNTY
EDUCATION FOUNDATION
Physical Address:
414 4th Avenue West
Hendersonville, NC 28739
Mailing Address:
P.O. Box 1267
Hendersonville, NC 28793
Phone: 828.697.5551
Fax: 828.697.4738
Email: [email protected]
DIRECTIONS
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