When you include Pinellas Education Foundation in your planned gift, you play a pivotal role in fostering long-term financial stability to impact students and teachers today and for future generations.
Your planned gift will help students succeed during and after high school and provide teachers with the resources and skills needed to improve student achievement.
Join us in our mission to accelerate educational achievement for all students by establishing your planned gift today.
Bequest: Designate Pinellas Education Foundation as a beneficiary of your will or trust. Even 1% of your estate will help impact the future of education.
Life Insurance Policy: Consider naming Pinellas Education Foundation as a beneficiary of your life insurance policy.
Retirement Plan: Name Pinellas Education Foundation as a beneficiary of your 401 K, 403B, or IRA plans.
Securities: Donate shares of stocks, bonds, and mutual funds.
Please contact Elizabeth Szostak, Sr. Director of Development, at 727-588-4816, ext. 2117 or [email protected] for additional information on planned giving.
We recommend seeking advice from your financial or legal advisor.
Below is an sample of non-binding bequest language you can use in your plans:
“I give the Pinellas Education Foundation, located at 12090 Starkey Rd. Largo, FL 33773, online at pinellaseducation.org, and federal tax identification number 59-2688253, _______ % of my total estate ( or $______).”
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. REGISTRATION NUMBER CH-2249. PINELLAS EDUCATION FOUNDATION SOLICITS 100% OF ITS CONTRIBUTIONS AND DOES NOT CONTRACT PROFESSIONAL SOLICITORS.
