Planned Giving

Name Crowder College Foundation as the beneficiary of some or all of a qualified retirement account, such as an IRA or 403(b) plan. This can be a tax-efficient gift since distributions from these accounts can be highly
taxed if left to heirs, but can pass tax-free to the Foundation as a qualified charity. You then can leave other assets to heirs. This also is the simplest way to leave a gift since it often only requires completion of a new beneficiary form with your retirement plan administrator.

Include Crowder College Foundation as a charitable beneficiary in your will as part of your distribution of assets. We often recommend a percent of the estate instead of a dollar amount, since the ultimate value of the estate
can vary greatly during your lifetime. Contact us if you need specific wording to provide to your attorney.

Name Crowder College Foundation as a full or partial beneficiary of a life insurance account or other bank or brokerage accounts.

Use a gift instrument that provides you with a stream of income for life, with the Foundation being the charitable beneficiary when the terms of the gift instrument end. Contact our office to discuss if a life-income gift might be appropriate for you.