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Your Legacy for Bellevue's K-12 Education for Generations to Come
Planned Gifts refer to longer-term gifts or multi-year pledges to be fulfilled with:
- Cash, checks or credit cards
- Appreciated securities, shares of stocks, mutual funds, etc. (Contact us for instructions on electronic
transfer of securities.)
- Real estate and other real property
- Other assets
Planned Gifts also include:
- Charitable bequests to Bellevue Schools Foundation (BSF) in wills, trusts, and other estate plans, and
- Naming BSF as the beneficiary of life insurance, retirement or pension plans
To maximize your wealth transfer and tax benefit, we suggest seeking advice from professional advisors,
including attorneys, CPA's, financial planners and trust officers. Please see below for referral information
and sample language to include in your will.
Referrals for Legal, Financial Planning and Tax Advice:
- Leave a Legacy of Western Washington, 206.367.8704,
www.leavelegacy.org
- King County Bar Lawyer Referral Service, 206.623.2551, www.kcba.org
- WA Bar Association, 800.945.9722, www.wsba.org
- WA Society of CPA's, 425.586.1124, www.wscpa.org
- Financial Planning Association, 800.647.6340, www.fpanet.org
- Estate Planning Council of Seattle, 206.285.4066, or www.epcseattle.org
(A non-profit association of estate planning professionals including: attorneys, certified public accountants
(CPA's), chartered life underwriters, chartered financial consultants, and trust officers.)
Suggested language for inclusion in a will:
"I give to the Bellevue Schools Foundation in Bellevue, Washington, (insert here description of
assets, dollar amount or percentage of estate to be contributed)..."
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The Bellevue Schools Foundation is an independent, 501(c)(3) non-profit organization. Donations are tax-deductible
to the extent allowed by law. Federal tax ID# 91-1080997.
For more information, please contact:
Sherry Ladd, Executive Director
Bellevue Schools Foundation
P.O. Box 40644
Bellevue, WA 98015-4644
Phone: 425.456.4199 Fax: 425.456.4176
Email: info@bsfdn.org
All inquiries are held in strict confidence.
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Last updated Tuesday, May 4th, 2004.
© 1979-2008 Bellevue Schools Foundation. All rights reserved. Privacy Policy. |
