Education Champion Legacy Circle

Have you considered including Henderson County Education Foundation in your will or estate plans?

When you make a gift to the Henderson County Education Foundation, you become an integral partner in the mission of investing and responding to the needs in Henderson County Public Schools. You can make a gift in your will, trust, or other account that becomes your personal legacy of ensuring all children excel for the betterment of the Henderson County community. A legacy gift will ensure that your critical support will continue to help students excel at school and in succeed in life.

By joining the Education Champion Legacy Circle, your partnership with us in this community-building work.
Here are your next steps for leaving your legacy:

  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 – Figure out the way to give that works best with you. Different ways include gifts that cost you nothing now and gifts that may pay you income. Planned gifts include:
· Bequest by Will · Charitable Remainder Trust
· Life Insurance · Charitable Lead Trust
·Retirement Assets · Charitable Annuity
· Savings Bonds · Gifts of Real Estate
· Gifts of Publicly-traded Stock or Closely-Held Business Interests  
  1. Let us know of your plans – Please contact Summer Stipe, Executive Director, at summer@hcefnc.org or by phone at 828.697.5551 to let us know 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 Education Champion Legacy Circle.
    Simply complete this form to let us know that you have included HCEF in your estate plans.

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.