Planned Giving Options
A bequest is a gift made through your will or living trust by adding a sentence describing your wishes. For example:
--a specific dollar amount
--a percentage of your estate
--whatever remains after specific beneficiaries have been paid
--other options as your advisor recommends
Sample bequest language is available upon request.
Minimum IRA Distribution
If you must take a minimum required distribution from your IRA, you have the option to direct your IRA administrator, through a simple form, to transfer all or a portion of the required distribution to Friends Community School. In doing so, the amount directed to FCS is not considered income to you by the IRS and may provide you with a significant tax benefit. The IRA administrator (such as TIAA, Fidelity, Vanguard, etc.) can provide the form to you.
Plesae see Charitable Gift Annuities, Bequests and Other Planned Giving in the Ways of Giving box to the right for further details.