Planned Legacy Giving

For over 30 years, School on Wheels has been helping children experiencing homelessness with their education. You can be part of the future for these vulnerable young people. Making a bequest to School on Wheels is a simple way to ensure that we can continue this vital work on behalf of the next generation.

You can name School on Wheels as a beneficiary of your will, trust, retirement plan, life insurance policy or financial account, or fund a charitable gift annuity or trust that may provide you with tax benefits and income.

Ways To Give

You can name School on Wheels in your long-range plans including:

  • Your Will or Trust
    Leave a legacy of learning by including School on Wheels in your estate plans.
  • IRA or Retirement Plan Beneficiary
    Designate School on Wheels as a beneficiary of your IRA or retirement plan to help students continue their education for years to come.
  • Life Insurance Beneficiary
    You can name School on Wheels as a beneficiary of your life insurance policy, transforming a future asset into hope for students today.
  • Financial Account
    Consider adding School on Wheels as a beneficiary on a bank or investment account—an easy way to make a meaningful difference.
  • Charitable IRA Distribution
    If you’re 70½ or older, you can donate up to $108,000 directly from your IRA to School on Wheels without increasing your taxable income. This gift can count toward your required minimum distribution (RMD). Please consult your tax advisor to determine eligibility and benefits.
  • Donor-Advised Fund (DAF)
    Recommend a grant to School on Wheels directly from your DAF, and see your money make a lifelong impact. 

You may include a bequest to support School on Wheels when preparing your will or living trust, or by adding a codicil to your present will or living trust. Bequests may be of cash, securities, bonds, real estate, copyrights, royalties, or other property. Bequests of all sizes are welcome, whether they are outright, contingent, or residual. We recommend that you consult with a qualified estate planning attorney when drafting your will or living trust.

Our Tax ID is # 95-4422640. Before finalizing your charitable plans we encourage you to seek the counsel of your legal or financial advisor.

CONTACT US

Please let us know if you have included School on Wheels in your estate plans. Email Sinead Chilton at donate@schoolonwheels.org or call (805) 641-1678.