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Planned Giving
Planned Giving
 

Your legacy. Their future.

Start being remembered today - through planned giving.

 

Do you want to make a significant gift that will transform the work of the Office of the Fresno County Superintendent of Schools for generations to come? You can start investing in the future of Fresno County students today by including a planned gift to The Foundation @ FCOE in your will or estate planning.

Making a difference is important to you and charitable giving is an essential part of your core values. With this in mind, planned giving is a win-win approach to supporting students in reaching their full potential far into the future.

Your planned gift will support academic events, programs and special projects coordinated by the Office of the Fresno County Superintendent of Schools in the areas of arts, career technical education, special needs, foster and homeless youth, an many, many, more. The options are limitless if the purpose is charitable in nature and often, donors find it most satisfying to provide a gift designated to the area of gratest need. By making an unrestricted or field of interest gift, you ensure that your gift will provide the maximum benefit to students reaching their full potential.

The benefits of starting your charitable legacy with a planned gift today include:

  • Potential tax advantages for you or your heirs.
  • Designate your gift according to your charitable priorities.
  • Preserves your savings and cash flow.
  • Allows you to be far more generous than you ever thought possible.
  • Easy to arrange by inserting a statement of intent in your will.

By joining other forward-thinking contributors with a planned gift, you will become part of the Legacy Collective.

Most Simple and Common Planned Gifts

Bequest
A gift of cash, securities, or real estate in your will will let you establish a legacy long after you’re gone while avoiding costly estate and gift taxes.

Life Insurance Policy
You can name The Foundation @ FCOE as a beneficiary on your life insurance policy.

Retirement Plans 
You can name The Foundation @ FCOE as the remaining balance beneficiary of a retirement plan, IRA, 401(k)s, 403(b)s, or pension plan.

Charitable Gift Annuity
A gift that allows you to support The Foundation @ FCOE right now, while also receiving a fixed income for the remainder of your life.

Additional Planned Gift Options

A professional financial advisor can help you organize any of the following:

Charitable Remainder Trust
Earn a current income tax deduction for a future gift to The Foundation @ FCOE.

Charitable Lead Trust
The trust pays income to The Foundation @ FCOE for your lifetime or a specified number of years. Assets are later transferred to you or your beneficiaries at reduced or eliminated estate taxes.

Revocable Living Trust
Control the distribution of your assets, including bequests to The Foundation @ FCOE, without going through probate.

Notify Foundation of your pledge

There are two ways you can choose to notify us of your pledge; submit the online form or download the PDF version of the form.
 

Submit the online Notification of Planned Gift form

Download the Notification of Planned Gift form.

 

For more information on how you can make us part of your family, please contact us today.

MaryEllen Galvan
Executive Director
559-497-3770 | mgalvan@fcoe.org