Leave A Bequest


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Leave A Bequest

Planned Giving

Leaving a bequest to the Flagler County Education Foundation ensures that we can continue to help give the gift of education long into the future.

There are many ways to leave a legacy of your love.

After you have made a planned gift naming FCEF as a beneficiary, we hope you will let us know. By leaving a bequest you are leaving a legacy of that love and ensuring that your estate plans reflect your values and who you are.


Will or Trust Gifts

Gifts through Will or Trust

When you make a bequest to FCEF, you will ensure that some or all of your assets will be used to help fund futures. There are several types of bequests:

  • Specific Bequest – a specified amount, or specific asset, designated in your will or trust as a gift to FCEF
  • Residuary Bequest – designates that a specific percentage of your estate, or all, will be paid to FCEF after payment of all other distributions, including debts, taxes, expenses and other bequests have been made.
  • Contingent Bequest – specifies that your estate, or a portion of it, will go to FCEF if your other named beneficiary(ies) predeceases you.

Sample Bequest Language:

To make certain that your charitable intentions are carried out, all wills, living trusts and their codicils or amendments should be prepared by or with the advice of your attorney. You can share with your attorney the following language that can be included in your will or living trust and tailored to address your specific wishes:


Retirement Gifts

Gifts of Retirement Plans

A gift to FCEF through a retirement plan (IRA, 401(k), 403(b), Keogh or other qualified retirement plan) is one of the easiest and most tax-effective ways to ensure a strong future for the Flagler County Education Foundation and the thousands of people we help each year. Such assets, if given to an individual, will be subject to various kinds of taxes, but if given to a charity such as the Flagler County Education Foundation, they will not be taxed.

Get Started

To name the Flagler County Education Foundation as a beneficiary of your retirement plan, simply list it on your plan’s beneficiary designation form. Our legal name, address and taxpayer identification number is:

FCEF Foundation, Inc.
1769 East Moody Blvd. Bldg. #2.
Bunnell FL 32110
Tax ID No. 59-3006312

Life Insurance Gifts

Gifts through Life Insurance Plans

You can use your life insurance plan to fulfill your goals and meet the needs of the children helped by the Flagler County Education Foundation.

All you need to do is to name the Flagler County Education Foundation as the beneficiary of your plan, using the following information:


FCEF
1769 East Moody Blvd. Bldg. #2.
Bunnell FL 32110
Tax ID No. 59-3006312

You can also donate your policy to the Flagler County Education Foundation and get a charitable deduction during the year of the gift.


Transfer Gifts

Transfer on Death Bank or Brokerage Account

An easy way to make a gift to Flagler County Education Foundation is to name us as the beneficiary of your bank or brokerage account. You retain full control of the account during your lifetime, and on your death, any assets remaining will be transferred to Flagler County Education Foundation.


Get Started

All you need to do is to obtain a beneficiary designation form from your banker or broker and fill it out with the name, address and taxpayer ID number shown below:


FCEF
1769 East Moody Blvd. Bldg. #2.
Bunnell FL 32110
Tax ID No. 59-3006312