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​Make a Lasting Impact

 

You can designate a specific amount, a percentage of your estate, or what’s left after other gifts are made.

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Sample wording for your will:

“I give [amount/percentage/remainder] to the Upper Arlington Education Foundation, Tax ID# 33-1156964, for its general charitable purposes.”

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Other Ways to Leave a Legacy Gift

You can also make a planned gift through retirement accounts, life insurance, appreciated assets, or charitable trusts—options that may offer tax advantages while supporting UA+Ed’s mission.

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Talk with your advisor to choose the giving option that works best for you.

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Making Your Gift is Simple
 

1. Connect with UA+Ed to share your intentions and let us know how you would like to be  recognized. Let us know if you would like your bequest to be used for a specific area of impact.
    

2. Once your plan is in place, we’d love to hear from you so we can share our appreciation and welcome you to the UA+Ed Legacy Circle.
    

Have you Already Included UA+Ed in your Future Giving Plans?​​​​