Planned Giving

A lasting gift to our community

For more than 50 years, Forever Learning Institute has brought older adults together through education, fellowship, and fun. More than 10,000 seniors have benefited from this mission. With your help, that legacy can continue for the next generation of learners.

Planned giving lets you express what matters to you while making a lasting difference. Some gifts are arranged through an estate plan; others can be made during your lifetime.

Ways to make a lasting impact

There is no single way to leave a legacy. These are some options you may wish to discuss with your professional advisers.

Gifts through your will or trust

A charitable bequest can designate a specific amount, a percentage of your estate, or a remaining portion of your assets for Forever Learning Institute.

Retirement account gifts

You may be able to name Forever Learning Institute as a beneficiary of an IRA or other retirement account, in whole or in part.

Life insurance gifts

A life insurance policy may provide a way to support FLI by naming the organization as a beneficiary. Ownership transfers and tax treatment require individual review.

Endowment and legacy gifts

A gift intended for long-term support may help sustain future programs. Contact FLI to discuss whether an endowment or designated gift can be accepted and how it would be administered.

Qualified charitable distributions

Eligible IRA owners age 70½ or older may be able to make a qualified charitable distribution directly to an eligible charity. Ask your tax adviser whether FLI qualifies and whether this option fits your circumstances.

Other appreciated assets

Depending on FLI's gift-acceptance policies, gifts of securities or other assets may be possible. Please discuss any proposed noncash gift with FLI before making arrangements.

What your legacy can make possible

Thoughtful support helps Forever Learning Institute continue its mission of enriching the lives of adults 50 and older.

Accessible opportunities to keep learning and exploring

Classes and programs that spark curiosity

Friendships and meaningful community connections

Long-term stability for future generations of learners

Frequently asked questions

Do I need to make a large gift?

No particular gift amount is suggested here. A meaningful legacy can take many forms; contact FLI to discuss your intentions.

Can I change a planned gift later?

Some arrangements, such as a revocable bequest or beneficiary designation, can generally be changed. Other arrangements may be irrevocable. Review the details with your legal or financial adviser.

Can I direct my gift toward a particular purpose?

Possibly. Please discuss your wishes with FLI before putting restrictions in your estate documents so the organization can confirm it can honor them.

Should I speak with an adviser?

Yes. Your attorney, financial planner, or tax adviser can explain the legal and tax implications for your circumstances and help you document your wishes correctly.

Planned Giving

Leave a legacy of lifelong learning.

A lasting gift to our community

Ways to make a lasting impact

Gifts through your will or trust

Retirement account gifts

Life insurance gifts

Endowment and legacy gifts

Qualified charitable distributions

Other appreciated assets

What your legacy can make possible

Frequently asked questions

Let's talk about your legacy.

Forever Learning Institute

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