Planning Your Legacy
Creating your legacy is a thoughtful and personal decision, one that reflects your values and your desire to give back to the Rockford community. Including a planned gift in your estate plan allows you to make a meaningful impact on the lives of Rockford students while retaining full control of your assets during your lifetime.
At the Rockford Education Foundation, we believe charitable giving is a collaborative process. We’re honored to work with you and your professional advisors to explore options that align with your goals and Ram pride. Together, we can ensure your generosity continues to shape local schools and support future generations.
Simple Ways to Leave a Legacy
Leaving a legacy gift can be straightforward and flexible. You can:
- Include a charitable bequest to REF in your will or trust
- Name the Rockford Education Foundation as a beneficiary of your retirement account, investment account, or life insurance policy
You may also consider:
- Gifts of Stocks and Bonds
- Qualified IRA Charitable Distributions
- Grants from Donor-Advised Funds
- Donations of Real Estate or Personal Property
- Support through a Family or Private Foundation
We’re here to answer questions, offer guidance, and help you find the giving option that feels right for you. Let’s work together to keep your support local and your legacy strong.
Ready to Get Started?
You can download the forms you need, access our tax ID number, or reach out to us directly. We’re here to help every step of the way.
