Planned Giving

The Education Foundation of Teton Valley strives to enhance excellence in education each and every day for over 1,800 students in the Teton Valley.

We want to thank you, our donors, for your support in making a difference in the lives of our children each and every day.

While you may be a regular contributor to the Education Foundation, we want to introduce you to other ways to provide financial support to the students of the Teton School District #401. Regardless of your age or the size of your estate, developing a planned gift with the Education Foundation is a win-win for our donors and our students and allows you to assist Teton Valley’s students for many years to come.

Please consult with a knowledgeable and trusted financial adviser and your family prior to making any financial decisions.

Some of the More Popular Planned Giving Options

Charitable Lead Annuity Trust

Do you want to benefit from the tax savings that result from supporting the Education Foundation of Teton Valley but you don’t want to give up your assets that you’d like your family to receive someday? You can have it both ways with a charitable lead trust. charitable lead annuity trust pays a fixed amount each year to the Education Foundation and is more attractive when interest rates are low. charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust’s assets increase in value, the payments to the Education Foundation also increase.

Charitable Remainder Trust

A Charitable Remainder Trust is also known as a CRT, is an irrevocable trust allowing the donors to convert highly appreciated assets into a lifetime income stream for them, their spouse, or another family member, without generating estate and capital gains taxes. The law stipulates the payout must be at least 5% of the value of the underlying trust assets, and the payout is usually in the 5-7% range, depending on the ages of the income recipients. When the trust ends, the remaining assets pass to the Education Foundation of Teton Valley to support the programs specified by the donor.

Appreciated Property

If you are interested in giving an immediate gift to the Education Foundation of Teton Valley, there are options available besides a cash gift. If you have appreciated assets, such as securities or real estate, you can give those and receive an income tax deduction for the fair market value. You will avoid paying any capital gains tax and the Foundation will not pay any capital gains tax.

Life Insurance

Life insurance policies are a common tool used in planning for the future. Designating the Education Foundation of Teton Valley as a beneficiary under a life insurance policy is a great way to reduce your estate tax liability and make a meaningful gift.  Idaho allows a charity to own a donor’s life insurance policy. You can make a gift of an existing policy to the Education Foundation or purchase a new policy with the Education Foundation as the owner and receive a current charitable deduction.

Retirement Plans

Simply name the Education Foundation of Teton Valley as a beneficiary to your 401(k), IRA, other retirement accounts. You avoid both income and estate tax on the remainder of your retirement accounts.

Bequests

A bequest to the Education Foundation of Teton Valley will pass with the remainder of your estate. This planned gift has no effect on your current financial picture. If you find your circumstances change and a bequest to the Education Foundation is no longer in your best interest, then you simply change or remove the bequest in your will at any time. You maintain title and control over all of your assets during your lifetime.