Ways to Give Through Planned Giving
Giving to support EPI can be done directly, at any time, or through a gift model that can provide tax benefits and even income. Click on some of the options below to learn more.
- Bequest in Will
A gift you make by naming Exceptional Persons Foundation in your will.
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- Living Trust
A trust you establish to take effect during your lifetime.
- Life Insurance Gift
A gift of old or new policy with Exceptional Persons Foundation named as beneficiary and owner.
- Retirement Plan Gift
A gift made by naming Exceptional Persons Foundation as remainder beneficiary.
- Real Estate Gift
A donation of real property, either in full or with retained life estate.
- Charitable Remainder Annuity Trust
A trust that pays a set income to you or those you name before Exceptional Persons Foundation receives the remainder.
- Charitable Remainder Unitrust
A trust that pays variable income to you or those you name before Exceptional Persons Foundation receives the remainder.
- Charitable Gift Annuity
A contract in which Exceptional Persons Foundation agrees to pay you back a percentage of your gift annually for your lifetime.
- Charitable Lead Trust
A trust that pays an income to Exceptional Persons Foundation for a period of years before you or heirs receive remainder.
* Please consult your personal advisors regarding tax consequences and terms of any will, trust or annuity agreement as well as the advisability of the gift.