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A GUIDE TO PLANNED GIVING AT
THE BROWARD EDUCATION FOUNDATION

ESTATE GIFTS


An estate gift provides significant support to The Broward Education Foundation. The gift can be made through a will or a trust, and both vehicles enable assets to be distributed to individuals and nonprofit organizations in the amounts or proportions indicated.





An estate gift provides the following benefits:

• The opportunity to make a major gift while preserving assets during life
• Reduction in federal estate taxes
• The opportunity to designate the gift to a specific program or project at The Broward Education FoundationAll assets, including cash, securities, real estate and tangible personal property, may be transferred to The Broward Education Foundation through a donor’s estate. Estate gifts can be made in the following ways:

SPECIFIC BEQUEST
The Broward Education Foundation receives a specific dollar amount, a specific piece of property or a stated percentage of the estate. This is one of the most popular forms of bequests.

RESIDUARY BEQUEST
The Broward Education Foundation will receive all or a stated percentage of an estate after distribution of specific bequests and payment of debts, taxes and expenses.

CONTINGENT BEQUEST
The Broward Education Foundation will receive part or all of the estate under certain specified circumstances.
We can provide sample language that will assist donors and their attorneys in creating a bequest to The Broward Education Foundation.

MATCHING GIFTS
When making a gift to The Broward Education Foundation, some donors may be able to maximize their giving by taking advantage of an employer’s corporate matching gift program. Many corporations have matching gift programs, which allow employees to direct corporate gift money to The Broward Education Foundation.

Donors should contact their employer’s human resources or benefits office to learn if there is a matching gift program. Donors may also qualify under the matching gift program of a company from which they retired, at which their spouse works, or where they serve as a member of the board.
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