You designate the Scholarship Foundation as the beneficiary of your asset by will, trust or beneficiary designation form.
The IRA charitable rollover was signed into permanent law in 2015. As a result, you can make an IRA rollover gift this year and in future years.
Beneficiary Designation Gifts
You can designate the Scholarship Foundation as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Charitable Gift Annuity
You transfer your cash or appreciated property to the Scholarship Foundation in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
Charitable Lead Trust
You fund a trust that makes gifts to the Scholarship Foundation for a number of years. Your family receives the trust remainder at substantial tax savings.
Sale and Unitrust
You give a portion of your property to the Scholarship Foundation to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
The Scholarship Foundation purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
Give It Twice Trust
You provide your children with a stream of income while making a gift to the Scholarship Foundation.
Life Estate Reserved
You give your property to the Scholarship Foundation but retain the right to use the property during your life.