Keeping your will or living trust updated is essential to ensure that all of your wishes will be carried out. It’s easy to remember Progress Florida Education Institute in your will or living trust. Your advisor can include just a few sentences to arrange for the gift.
Through a will or trust, you can give:
- A specific dollar amount or asset, such as securities.
- A percentage of your estate.
- A gift from the balance of your estate after expenses have been paid and specific and general bequests have been honored.
Your gift may provide your estate with valuable tax savings. Please consult with your attorney before making any changes to your will.
To find out more, including our tax identification number and other resources regarding planned giving, please email our Planned Giving Coordinator using the form below, or call 1-800-841-7299. Donations to Progress Florida Education Institute are tax-deductible in many circumstances. Please seek the guidance of your attorney or financial advisor when making changes to your estate plan.