Impact our organization today—and tomorrow.

An estate gift, bequest or other planned gift to Scholarship America leaves a generational legacy of student support.

Download Our Planned Giving Brochure

Why make a Planned Gift?

  • Your passion for education will continue long into the future
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will provide long-term support to students and our mission
  • We will partner with you to ensure your priorities are valued
“I believe investing in education has the most clear payoff on investment one can make. It’s a way to serve others literally forever.” William K. Reilly, Former Environmental Protection Agency Administrator and Scholarship America supporter

Five Ways to Give

Learn more about the tools to impact student success.

Will Bequests

Making a gift through your will is one of the easiest ways to support Scholarship America. You can give a percentage, specific amount, or remainder of your estate in your will. Contact us for legal bequest language that you can use with your advisors.

Stock or Bond Transfers

Donating appreciated assets, like stocks and bonds, is a tax-effective way to make a gift. Making a transfer from your financial management firm allows Scholarship America to receive an immediate cash gift and you can potentially avoid capital gains tax on appreciated accounts.

Insurance Policies

There are several options to make charitable gifts with an insurance policy. You can name Scholarship America as a policy beneficiary or we can partner with you to transfer management of the account. Contact us to find the giving opportunity that works best for you.

Retirement Accounts

By naming Scholarship America as the beneficiary of an IRA or other retirement account, you help further our mission while avoiding significant income or estate taxes for your heirs. You can also make a charitable gift of your Required Minimum Distribution once you reach the age of 70.5.

Customized Gift Options

It is possible to set up other options, including Charitable Gift Annuities, Charitable Remainder Trusts, or establishing your own scholarship under our management. These options require more extensive planning and resources, so please contact us if you’re interested and we can talk them through.

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