Planned Giving to Cy-Fair Educational Foundation

Planned giving, also known as legacy giving, is typically included as you’re planning your overall financial strategy. Planned gifts are arranged now, and given in the future.

There are many planned giving options available so you can help Cy-Fair ISD students through Cy-Fair Educational Foundation. We are a non-profit organization that provides scholarships to Cy-Fair ISD students to help them pursue higher education. Our organization also helps provide grants for Cy-Fair ISD staff development.

There are several ways you can provide a planned gift to CFEF. You can make a planned gift by naming CFEF as the beneficiary of your last will and testament, life insurance policy, or retirement plan. You can also name the foundation as the beneficiary of a charitable trust. Your attorney or financial advisor can advise you on the different types of charitable trusts and help you establish a trust tailored to your personal needs.

In addition, you may also consider contributing individual gifts of:

  • Stocks
  • Bonds
  • Mutual funds
  • Mortgages
  • Real estate
  • Investment earnings
  • Charitable gift annuities

Your estate planner or financial advisor can also discuss and recommend other planned gift options.

Your gift to the Cy-Fair Educational Foundation will go toward helping today’s students and tomorrow’s leaders through higher education. Our organization provides scholarships to Cy-Fair ISD students every year to help them pursue a higher education. We also provide grants for staff development to help Cy-Fair ISD provide high quality education to children in the district.

How Does Planned Giving Work?

Planned giving involves making a plan to donate as part of your financial or estate planning. Your attorney or financial advisor can advise you on planned giving options and strategies. For instance, some planned giving strategies may have a greater tax benefit to you than others, so please consult with an attorney or financial advisor to discuss the specifics for you.

Once you have chosen the type of gift you would like to donate to CFEF, your attorney or financial advisor will work with you to enact it. In many cases, this may involve including it in your last will and testament or changing documents to list CFEF as the beneficiary of an account. Talk to your attorney or financial advisor about the proper steps for your planned gift.