PLANNED GIVING OPPORTUNITIES

Your Legacy for Bellevue's K-12 Education for Generations to Come

Planned Gifts refer to longer-term gifts or multi-year pledges to be fulfilled with:

• Cash, checks or credit cards
• Appreciated securities, shares of stocks, mutual funds, etc. (Contact us
     for instructions on electronic transfer of securities.)
• Real estate and other real property
• Other assets

Planned Gifts also include:

• Charitable bequests to Bellevue Schools Foundation (BSF) in wills,
     trusts, and other estate plans, and
• Naming BSF as the beneficiary of life insurance, retirement or
     pension plans

To maximize your wealth transfer and tax benefit, we suggest seeking advice from professional advisors, including attorneys, CPA's, financial planners and trust officers. Please see below for referral information and sample language to include in your will.

Referrals for Legal, Financial Planning and Tax Advice:

• Leave a Legacy of Western Washington, 206.367.8704,
     www.leavelegacy.org
• King County Bar Lawyer Referral Service, 206.623.2551, www.kcba.org
• WA Bar Association, 800.945.9722, www.wsba.org
• WA Society of CPA's, 425.586.1124, www.wscpa.org
• Financial Planning Association, 800.647.6340, www.fpanet.org
• Estate Planning Council of Seattle, 206.285.4066, or www.epcseattle.org
     (A non-profit association of estate planning professionals including:
     attorneys, certified public accountants (CPA's), chartered life
     underwriters, chartered financial consultants, and trust officers.)

Suggested language for inclusion in a will:

"I give to the Bellevue Schools Foundation in Bellevue, Washington, (insert here description of assets, dollar amount or percentage of estate to be contributed)..."