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Working together, we can provide resources to support today’s students as well as the students of tomorrow. We are grateful for your belief in the value of a Heights Schools public education now and into the future.
Donors who make a current or multi-year gift or who notify us that they have provided for the Heights Schools Foundation in their estate planning at the $10,000 level and above are welcomed as members in the Legacy & Legends Society. Members receive special updates and are invited to an event each year as part of Homecoming Weekend.
In partnership with the Cleveland Foundation, we manage legacy gifts with special care. The Heights Schools Foundation gratefully accepts unrestricted contributions as well as designated gifts for our “Heights Schools Foundation Fund” at The Cleveland Foundation.
Heights Schools Foundation Fund provides resources to students through enhancing the classroom experience, expansion of opportunities for all students, and scholarships for graduating seniors. Bequests, gifts from trusts, other future gifts, and lifetime outright gifts (such as appreciated stock or Qualified Charitable Distributions from IRAs) are accepted in this ongoing program. Our partnership with The Cleveland Foundation ensures that your generosity is well managed and your contributions will help ensure the enrichment of education in the Heights Public Schools far into the future.
Bequests
It’s easy to add an estate gift to your existing will or during the process of creating a will. You may also include a future gift in a trust. Simply let your preparer know your wishes or if you are using an online service, many provide the opportunity to insert a donation.
Sample – Bequest of a Specific Dollar Amount
“I hereby give, devise and bequeath ___ dollars ($___.00) to Heights Schools Foundation, located at 2155 Miramar Blvd., University Heights, OH 44118, EIN #32-0513315 for the Foundation’s general use and purpose.”
Sample – Bequest of a Percentage of Estate
I hereby give, devise and bequeath ___ percent (___%) of my estate [OR the rest, residue and remainder of my estate] to the Cleveland Foundation, an Ohio public benefit corporation, 1422 Euclid Avenue, Suite 1300, Cleveland, Ohio 44114, for the Heights Schools Foundation Fund of the Cleveland Foundation; however, if said Fund is no longer in existence, then to Heights Schools Foundation, located at 2155 Miramar Blvd., University Heights, OH 44118, EIN #32-0513315 for the Heights Schools Foundation’s general use and purposes.
Beneficiary Designation
You may make Heights Schools Foundation the beneficiary of your existing asset such as an IRA, 401K, life insurance, or other accounts. You can ask for a “change of beneficiary” form from your account manager. Many accounts allow for designating a percentage of an account as well. You’ll need to know these pieces of information: Heights Schools Foundation, 2155 Miramar Blvd., University Heights, OH 44118; 216-320-2203; EIN #32-0513315.
Donor Advised Funds
While many people use donor advised funds as a giving tool during lifetime, any remaining funds may also be recommended for a specific charity, such as the Heights Schools Foundation, when there is no one left to serve as a fund advisor. Contact your donor advised fund sponsor for more information.
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please discuss your plans with us to be sure that the restriction you wish to place on the bequest is feasible. We can work with you to help you identify ways to give that meet your charitable objectives and our guidelines.
Contact Us
Please contact us if you have any questions about how to make a bequest or to request any additional information that might be helpful to you as you consider making a planned gift. As our partner, the Cleveland Foundation can also work with you and your professional advisors to help you choose the best approach for your charitable goals.
If you have included Heights Schools Foundation in your estate plan, kindly let us know. We would love to thank you and recognize you for your gift. If you’d like to tell your story about giving, we know it may inspire others, making an even bigger impact.
Contact the HSF office for more information at [email protected]
