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Planned Giving

Most commonly, donations to support EPI are outright gifts, such as cash, check or recurring donation, which we receive right away.

But many times, people want to retain their money and other assets to be sure they can meet their family's future financial needs. That's why we offer an alternative to our donors through our planned giving program.

A planned gift involves a donation to a charity in a process that maximizes tax and other financial benefits.  This might include an annuity that continues to pay you dividends during your lifetime or it could be a bequest from your estate.

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Exceptional Persons Foundation is the official entity for receiving and administering gifts for EPI. For more information about planned giving, please contact us:

Katie Slade, Communications & Development Director:
Katie.Slade@episervice.org, (319) 232-6671

Chris Sparks, Executive Director:
Chris.Sparks@episervice.org, (319) 232-6671