A restricted bequest directs assets to a specific purpose. A specific document will be created, specifying your wishes for the fund. This will ensure that your gift will only be used as you have specified.

If you make an unrestricted bequest, the Foundation can use it for programs or initiatives that the Board of Directors has deemed appropriate for the mission of the Foundation and support the greatest need.

An endowed bequest will provide income each year in perpetuity to carry out the designated purpose. This type of fund will have minimum requirements, and only the income will be used. Please see the FAQs below for more details. 

An expendable bequest will be used in their entirety over a specified period of time.

Bequests for unrestricted purpose: I hereby give, devise and bequest $_____________ dollars to the Plano ISD Education Foundation, a 501 (C) (3) organization, located in Plano, Texas at 2700 w. 15th St. Tax ID#75-2481906.  The Foundation may use these funds for general use and purpose.

Contact the Foundation for bequest language for restricted purposes. The Board of Directors and Sr. Executive Director will work closely with your financial planners, attorney etc. to ensure the gift is set up according to your wishes and your legacy will be handled according to your specifications.