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Legacy Giving

Leave a Legacy Through Planned Giving

You can make a lasting impact on the future of education in Cabarrus County by leaving a legacy gift to the Cabarrus County Education Foundation (CCEF). Planned giving is a powerful way to ensure that your values and commitment to supporting students and educators will continue for generations to come. No matter your financial situation, there are many ways to make a planned gift that aligns with your goals and benefits the community.

Strategies for Planned Giving

  • Charitable Trust Annuity
    Create an income stream for yourself or a loved one while making a significant gift to CCEF.
  • Charitable Remainder Uni-trust
    Leave assets to CCEF while providing income to beneficiaries for life or a set period.
  • Charitable Remainder Annuity
    Make a gift that guarantees fixed payments to you or loved ones, with the remainder benefiting CCEF.
  • Charitable Lead Trust
    Support CCEF for a set period of time while protecting assets for future beneficiaries.
  • A Life Insurance Gift
    Designate CCEF as a beneficiary of a life insurance policy, turning small premiums into a larger legacy gift.
  • A Bequest in a Will or Living Trust
    Include CCEF in your will or trust to ensure your dedication to education continues.
  • A Retirement Plan Gift
    Name CCEF as a beneficiary of your IRA, 401(k), or other retirement plans to avoid heavy estate taxes.
  • A Real Estate Gift
    Donate property to CCEF, either during your lifetime or through your estate, to support future generations.
  • An Outright Gift of Appreciated Property
    Gifts of appreciated property, such as stocks or real estate, can provide significant tax benefits while making a lasting impact.
  • An Outright Gift of Cash, Stocks, or Bonds
    Make an immediate difference in the lives of students with a simple, direct gift.

Your financial advisor or legal professional can help explain these options and determine which is best for you and your family. If you're not sure where to begin, we encourage you to reach out to CCEF. We can connect you with experts who can assist in planning your legacy gift.

By leaving a legacy through planned giving, you can ensure that your passion for education will continue to uplift students and shape the future of our community for years to come.

Thank you for considering making this extraordinary commitment to the future of Cabarrus County students!

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