Planned Giving

When you invest in the future of character education, you invest in a better world for the next generation. By planning a gift today, you build a foundation for positive community impact that will endure for decades to come.

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Your Legacy Gift will Ensure that CharacterPlus Continues to Properly Equip the Educators of our Nation's Future Leaders and Citizens Through our Programs like TACE - the Teacher Academy Character Education.

Planned Giving Options

Bequest

Bequests are a popular and simple way to make a planned gift. These one-time or perpetual gifts are charitable contributions left as a bequest in a legal will. They are usually given as a specific amount, a remainder of a donor's estate after other bequests have been paid, or a percentage of a donor's total wealth.

Bequest Sample Language

For an unrestricted gift that allows CharacterPlus^® to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

"I give the sum of $______ (or ______%) to CharacterPlus® of St. Louis, 2025 Craigshire Road Suite 150 St. Louis, MO 63146, Tax ID 20-5696782, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

To designate your provision for a particular purpose:

"I give to CharacterPlus^® of St. Louis, a nonprofit corporation currently located at 2025 Craigshire Road Suite #150 St. Louis, MO 63146, or its successor thereto, [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as CharacterPlus^® of St. Louis determines that the need exists. If CharacterPlus® of St. Louis shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then CharacterPlus^® of St. Louis may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

Donor Advised Fund

Managed by both financial institutions and community foundations, donor advised funds allow individuals to place cash, securities, or other assets into a fund in return for an immediate charitable deduction. Donors can recommend gifts to CharacterPlus at times they determine.

Beneficiary Designations

Retirement accounts, insurance, and commercial annuities are directed outside of a will or trust through a beneficiary designation form. Forms are provided through your provider or online.

No legal costs are associated with arranging these gifts.
Assets transfer quickly to heirs or charity.
All, a percentage or a specific amount can be left to CharacterPlus.

Payable on Death (POD)

Checking and savings accounts can be directed to heirs or charity outside of a will or trust through a payable on death (POD) beneficiary designation. Forms are available through your account provider.

No legal costs are associated with arranging these gifts.
Assets transfer quickly to heirs or charity.
All, a percentage or a specific amount can be left to CharacterPlus.

Transfer on Death (TOD)

Securities accounts, real estate, and automobiles can be directed to heirs or charity outside of a will or trust through transfer on death (TOD) beneficiary designation.

No legal costs are associated with naming TOD beneficiaries to securities accounts.
Designation forms are available through your provider or online.
Minimal expense is associated with updating real estate or automobile titles. Contact your record of deeds for more information.

Contact & Organization Information

Thank you for considering CharacterPlus in your estate planning.
For more information on how you can support the work of CharacterPlus please contact:

Carol Burcke

(314) 665-1286 | cburcke@characterplus.org