Planned and Estate Giving Impact Our Organization Today and Tomorrow

By making Scholarship America part of your legacy, you are creating opportunities for students for years to come.

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 our students and our mission
We will partner with you to ensure your priorities are valued

Contact Andrea Smith, VP of Development, to discuss Planned Giving.

Five Ways to Give

Learn more about the tools to impact student success

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Bequest

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.

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Stocks and Bonds

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.

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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.

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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.

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Charitable Gift Annuity

A charitable gift annuity guarantees lifetime income for a donor in exchange for an upfront transfer of assets. Upon the annuitant’s passing, the remainder of the annuity is gifted to Scholarship America. A CGA is a great tool for donors who want to impact student success while maintaining stable cash flow for themselves or a loved one.

“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

View our Planned Giving brochure

Planned Giving brochure >

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