Bequest by Will
A Legacy of Giving
Including a charitable bequest in your will is a simple way to make a lasting gift to Learning Together and your community. You can leave a bequest to Learning Together by adding to an existing will or drafting a new one. Make a gift of a stated dollar amount, a percentage of your estate, or the remainder after distributions to other beneficiaries. Charitable gifts may be tax-deductible to the extent allowed by law. Please consult your tax or legal advisor. For more information about how your charitable bequest can benefit Learning Together, please contact our Executive Director Kathy Peterson or (919) 856-5202.
If you have added Learning Together to your will, please let us know so that we may recognize you as part of our Legacy Society.
Gifts from Retirement Plans
The Perfect Gift Asset
Retirement plan assets (those in qualified plans and IRAs) are ideal for charitable giving purposes because these assets are often heavily taxed when passed to non‐spouse beneficiaries. To make a future gift of retirement plan assets simply requires a designation of Learning Together as the beneficiary of the plan. Please check with your tax or legal advisor before making a gift of retirement plan assets. Please contact our Executive Director Kathy Peterson or (919) 856-5202 for information on the opportunity to make a planned gift with retirement assets.