1891 Legacy Society

Special recognition as a one-time 1891 Legacy Society member (except where anonymity is requested).
Invitation to special donor appreciation events

Beneficiary Designations:

Life Insurance Policies– name the FTEF to receive a percentage or full benefit of a new or existing policy.
IRA/Retirement Accounts– often attractive since these are some of the most tax burdened assets in an estate. Name the FTEF to receive a percentage or fixed amount.
Transfer of Death Designation – use with accounts such as bank accounts, savings bonds, certificates of deposits, money market accounts, etc.

Bequest – Using Your Will or Trust:

Specific Amount– state a specific amount or asset amount. It may be a gift of cash, securities, real estate or tangible property.
Remainder Beneficiary– name the FTEF as a recipient of all or a percentage of the remainder of your estate after specific bequests have been fulfilled.

Example: To make a charitable gift, “I gift (x percent or the reminder) of my estate to the Fort Thomas Education Foundation.”

FOR ALL DOCUMENTATION,

PLEASE INCLUDE THE FOLLOWING:

Fort Thomas Education Foundation

2504 Memorial Parkway

Fort Thomas, KY 41075

Tax ID: 61-1393646

For more information about the 1891 Legacy Society and planned giving, contact the FTEF at 859.815.2004 or email us at ftef@ftef.org