Legacy/Planned Gifts

Frequently Asked Questions 

What is Planned Giving?

  • A planned gift is part of an overall estate plan that takes your needs as well as the needs of your loved ones into consideration, while helping support a cause or a charity that is personally meaningful to you.

How can I make a legacy gift to the Bexley Education Foundation?

  • The most common way of making a planned gift is by naming the Bexley Education Foundation as the beneficiary in your will. Other options are designating the Bexley Education Foundation as a beneficiary of your retirement plan or life insurance policy. 

  • There are also other, more complex ways of setting up a planned gift including a charitable remainder trust or charitable gift annuity. Your attorney or financial planner may have suggestions that are best suited to your unique needs.

  • We encourage you to seek legal and/or financial counsel in your decision making. 

What are the benefits of informing the Bexley Education Foundation that I have designated it as a beneficiary in my will?

  • You will become an honored member of our Legacy Society.

  • You will show family and friends that you value the Bexley Schools, believe in the mission of the Bexley Education Foundation and are committed to seeing the Foundation continue to enrich the lives of Bexley students for years to come.

  • You will be a positive role model for potential planned giving supporters of the Foundation. Legacy gifts can have a powerful impact on future generations of Bexley students.

  • You will help the Foundation plan more effectively for the future.

What is the Legacy Society?

  • The Legacy Society of the Bexley Education Foundation honors those people who have chosen to name the Bexley Education Foundation in their wills, trusts and other gifting arrangements.  

Do you have a sample of bequest language? 

The following language may help you and your legal counsel when drawing up a bequest that meets your needs:

For a residual gift:

“to pay the Bexley Education Foundation, or its successor organization, the residue (or share of the residue) of my estate for such use and purpose and the Board of Governors may determine for the benefit of students and teachers and those served by the Bexley City Schools.”

For a specific gift:

“to pay the Bexley Education Foundation,or its successor organization,  the sum of $_________for such use and purpose as the Board of Governors determines for the benefit of students and teachers and those served by the Bexley City Schools.”

Useful Legal Information

  • Legal Name: Bexley Education Foundation

  • Address: 348 S. Cassingham Road, Bexley, OH 43209

  • Federal Tax ID Number: 31-1463283