Planned Giving

How to join the FRIEDMAN LEGACY SOCIETY 

Milton and Rose Friedman Legacy Society members can remember EdChoice in their estate plans—and leave a lasting legacy for educational freedom—in several different ways: 

1. Make a bequest gift to EdChoice. In your will, leave a donation to EdChoice in a particular dollar amount, a percentage of your estate, or a particular asset. While most bequests are funded with cash, you may also choose to make a tax-saving estate gift of stock, real or personal property, stock options, or savings bonds. 
2. Designate EdChoice as a beneficiary. EdChoice can be named the beneficiary of a life insurance policy or retirement plan. 
3. Give a gift to EdChoice from your retirement plan today. EdChoice can receive gifts directly from a retirement account such as a 401k or IRA. As an added benefit, donors 70 years and older can give up to $100,000 annually in gifts from tax-deferred retirement accounts which count towards required minimum distributions. 
4. Establish a charitable trust. EdChoice is equipped to be the beneficiary of a charitable trust which bequeaths funds to heirs in a tax-efficient manner while leaving a legacy of educational freedom with EdChoice. 

Benefits

 Legacy society members receive: 

• recognition on a special engraved plaque at EdChoice headquarters, 
• framed Friedman Legacy Society certificate, 
• invitations to special EdChoice events, and 
• special recognition in EdChoice publications and on our website (with your permission). 

Contact

 Steve Holwerda
Vice President of Development

EdChoice
111 Monument Circle, Suite 2650
Indianapolis, IN 46204
317-986-8656
steve@edchoice.org