Planned giving can take the form of an unrestricted or a restricted gift. Unrestricted gifts may be used as determined by the Board of Directors at the time the gift is received. Restricted gifts will be used for a specific purpose, determined by the donor.
The Waterloo Schools Foundation is glad to work with you and your legal, financial, and/or tax advisors to discuss your options and work towards a planned gift that carries out your legacy.
Common planned giving options include:
● Retirement plans
● Life insurance policies
● Appreciated property
● Charitable remainder trusts
All charitable gifts should be directed to:
All contributions to the Waterloo Schools Foundation are tax deductible to the fullest extent allowed by the law. Federal EIN 42-1364293