Planned Giving: Creating a Lasting Legacy of Impact

The Lindbergh Schools Foundation’s success depends on the generosity of supporters like you, whose contributions inspire and empower our students, teachers, and staff year after year. Many of our donors want to make an even greater impact by ensuring the long-term future of our Foundation.

For those interested in creating a legacy, some have chosen to make gifts through their will, trust, or retirement plan, helping to ensure the continued success of our schools. If you are considering such

long-term and tax-efficient giving strategies, we’re here to guide you every step of the way.

Ways You Can Make an Impact:

• Include the Foundation in Your Will or Trust: A simple provision in your will or trust can make a lasting impact on future generations of students.
• Designate the Foundation as a Beneficiary: You can name the Foundation as a beneficiary in your retirement account or insurance policy, ensuring your legacy lives on.
• Required Minimum Distributions (RMDs): If you are 70 ½ or older, you can donate a portion of your required minimum distribution from your IRA directly to the Foundation, avoiding income tax.
• Gifts of Appreciated Stock: Donate appreciated stock to the Foundation, which may provide you with tax savings while making a significant impact on our programs.

Already Made a Planned Gift?

If you have already included the Lindbergh Schools Foundation in your will, trust, or beneficiary designation, we want to thank you for your generosity and foresight. Please let us know about your commitment so we can express our gratitude. We respect your privacy and will honor the confidentiality of your gift.

Get Connected:

We’re here to support you in your Planned Giving journey. Complete the short online questionnaire to connect with our Foundation staff and Board. We’re honored to work with you to explore various approaches to Planned Giving and to help ensure the continued success of Lindbergh Schools.

Planned Giving Questionnaire

Thank you for considering the Lindbergh Schools Foundation in your long-term giving plans. Your legacy will help pave the way for future generations of Lindbergh students. To better understand your goals and how we can assist you, please take a few moments to complete this questionnaire.