Planned Giving

Create a Lasting Legacy

There are many meaningful ways to support Exceptional Persons, Inc. (EPI)—including planned gifts that can offer tax advantages and, in some cases, even lifetime income for you or your loved ones.

Whether you give now or include EPI in your long-term plans, your generosity helps us continue providing vital services for individuals with disabilities for generations to come.

Explore the options below to see how your legacy can make an impact:

• Bequest in Will
  A gift made by naming EPI in your will or estate plan.
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• Living Trust

  A trust you establish during your lifetime that includes a gift to EPI.

• Life Insurance Gift
  Name EPI as the beneficiary and/or owner of a new or existing life insurance policy.
   
• Retirement Plan Gift
  A gift made by naming Exceptional Persons, Inc. as the 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, Inc. receives the remainder.
   
• Charitable Remainder Unitrust
  Similar to the annuity trust, but with income that varies based on t
   
• Charitable Gift Annuity
  A contract in which Exceptional Persons, Inc. 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, Inc. for a number of years before transferring the remaining assets to you or your heirs.

* Please consult your financial, tax, or legal advisor to understand the benefits and implications of these giving options and how they may align with your personal goals.