Planned Gifts and Bequests

A planned gift can be an outright gift, a retained interest gift, or a charitable bequest. It can be made during your lifetime or at the time of death. We encourage you to contact your financial advisor or lawyer to learn more about establishing a planned gift for the Vermont Scholarship Fund.

Bequests and Testamentary Gifts

For some donors, a bequest is an easy way to make a significant gift. Typically, a bequest to the Vermont Scholarship Fund is listed as a provision in your will, stipulating the transfer of funds after your death. You may designate a dollar amount, a percentage of your estate, or name the Vermont Scholarship Fund as the final gift recipient after all other bequests have been paid.

Life Insurance

You may also irrevocably transfer the ownership and delivery of a life insurance policy to the Vermont Scholarship Fund. This may offer you tax advantages.

Bequests and Testamentary Gifts

You may designate the Vermont Scholarship Fund as a death beneficiary of your IRA, 401(k), or other retirement savings plan. This option may save you and your heirs both income and estate taxes.