Does your commitment to education in our community extend beyond your ability to make a current cash gift? If so, please consider remembering the Appleton Education Foundation in your estate gift plan. Planned gifts come in many shapes and sizes and can benefit the AEF and education how you see fit. Your gift can support the AEF’s overall mission, be added to an existing fund or establish a new fund to support your particular area of educational interest.
We welcome you to contact us to discuss your goals in supporting education. In all cases, you should seek the advice of an attorney, financial planner, accountant or other estate planning professional.
All who establish a planned gift to benefit the AEF become members of the Legacy Society. Of course, wishes for anonymity will be strictly honored.
Types of planned gifts
- Bequest by Will: You can designate a gift or portion of your estate to the Appleton Education Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes. Learn more about bequests.
- Charitable Gift Annuity: You can make a gift of cash or property to the Appleton Education Foundation now, get immediate tax benefits and ensure that you or a loved one receive fixed quarterly or annual income payments for life. Learn more about gift annuities.
- Life Insurance: Name the Appleton Education Foundation as the sole or partial beneficiary of your life insurance. Learn more about gifting life insurance proceeds.
- You may also make the Appleton Education Foundation the owner and irrevocable beneficiary of your life insurance policy – you can either give a paid-up policy or continue to pay premiums. Please consult your financial advisor on the tax benefits of a gift of life insurance. Learn more about gifting insurance policies.
- Retirement Plans: Name the Appleton Education Foundation as a beneficiary of your IRA or employer sponsored plan. Learn more about giving retirement assets.
- Charitable Remainder Trust: You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Appleton Education Foundation and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Learn more about charitable remainder trusts.
- Charitable Lead Trust: You can place cash or property into a trust that pays a fixed amount to the Appleton Education Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Learn more about charitable lead trusts.