Trusts and Bequests

By including BCPEF in your long-term plans, you create a legacy that will inspire students, empower teachers, and fuel academic excellence across Bradley County.

A Simple, Powerful Way to Give: Your Will or Trust

One of the most meaningful and straightforward ways to make a lasting gift is by including the Bradley County Public Education Foundation (BCPEF) in your will or revocable living trust.

This type of gift, known as a charitable bequest, allows you to designate a portion of your estate to support our mission after your lifetime. It is a flexible option that allows you to provide for your loved ones first and still make a significant charitable impact.

Flexible Giving Options to Match Your Goals

You can structure your bequest in a way that best suits your financial and family goals. Common options include:

A Specific Dollar Amount: Designate a fixed amount to be given to BCPEF.

A Percentage of Your Estate: Gift a specific percentage of your estate’s total value, which adjusts with your estate’s value over time.

A Gift of the Remainder: Designate a portion or all of the “remainder” of your estate after all debts, expenses, and gifts to loved ones have been fulfilled.

Your estate may benefit from a charitable deduction for the value of your gift, potentially reducing estate taxes. We always recommend consulting with your attorney or financial advisor to determine the best approach for your personal circumstances.

Take the Next Step

We are honored to help you create a legacy that reflects your values. Here is how you can get started.

Request More Information

For more information or to receive a printed brochure, please complete our simple inquiry form.

Start the Conversation

Notify Us of Your Gift

If you have already included BCPEF in your estate plans, please notify us by completing our Confidential Bequest Notification Form.

Notify us of your gift

Please mail the completed form to: Bradley County Public Education Foundation, PO Box 4354, Cleveland, TN 37320

Speak With Us Directly

We are happy to have a confidential conversation about your goals. Please contact our director, Lynn Voelz, at [email protected] or (423) 476-0034.