The PSFTC Endowment Fund was established to receive major and planned gifts from individuals who want to make a lasting impact on public education in our community.
Through the Endowment Fund, donors can strengthen the Foundation's long-term financial stability, ensure the continuation of our mission for future generations, and align their charitable giving with their personal and financial goals.
EIN 31-1139456
Ways to include us in your planning
IRA Qualified Charitable Distribution
If you are 70 1/2 or older this is a tax-smart way to make a gift to PSFTC while decreasing your taxable income. These gifts also help meet your Required Minimum Distribution. Contact your IRA custodian and have your gift sent directly to PSFTC.
Appreciated Securities
In planning for charitable giving during life, gifts of appreciated stocks, bonds and other securities are a tax-smart way to serve your philanthropic interests and illustrate your support of important causes. Our advisors at Morgan Stanley are ready to help facilitate a securities gift.
Beneficiary Designation
Naming PSFTC as the beneficiary of a retirement account, insurance policy or bank or brokerage account may offer significant tax benefits and is easy to update should your plans change in the future.
Gift in Your Will
One of the simplest ways to create a legacy with PSFTC is in your will or trust. You can leave a specific amount, percentage, all, or a portion of the remainder of your estate.
Additional legacy options include:
Charitable Lead Trust, Personal Property & Real Estate; Charitable Gift Annuity, Charitable Remainder Trust. Please reach out to your financial advisor and/or attorney for guidance on these options and contact the PSFTC office to discuss your plans. (765) 429-4089 or [email protected]