Estate Planning

A donation to LPIE in your will or living trust helps ensure that we continue our mission for years to come. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified. With one simple sentence, you can leave money to LPIE in your will while maintaining the flexibility to make changes in the event that life circumstances change. Below is suggested language to take to your attorney for use in drafting your bequest.

 

" I give the sum of $___ (or ___%) to Lafayette Partners in Education, 3450-A Golden Gate Way, Lafayette, CA 94549, Tax ID 94-2699518, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

 

If you have named LPIE in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

 

Be sure to seek the advice of your financial or legal advisor.