Ways of Giving to the Tartan Endowment Fund

Make a One Time Gift

A gift of any amount is appreciated and will make a difference.

 



Make a Pledge

Pledges may be paid over a period of up to 5 years, depending on gift size. Please contact Lauren Holloway, Executive Director, at lauren.holloway@hpef.org or 214-780-4062 to discuss terms of a pledge agreement.

Gifts of Stock

Donate stocks, bonds or other securities.  Capital gains benefits for donors and same as cash benefit for Tartan Fund.  To make a gift of stock, please here for detailed instructions.

 

Gifts by Bequest

The most popular type of estate gift is a bequest in a will. A bequest can be made through a new will or the addition of a codicil to an existing will. Bequests can include cash, securities, real property, or personal property.

Gifts of Life Insurance

By making the Education Foundation the beneficiary of a life insurance policy, donors are often able to make a larger gift than would be practical in any other way.  A life insurance gift can be constructed so that the donor receives a tax deduction for future premiums and/or for the existing value of the policy. Please contact your attorney or tax advisor for more information on this type of gift.

Gifts by Donor-Advised Funds

By making the Education Foundation a beneficiary of a Donor-Advised Fund, donors are able to direct their giving under the management of their associated 501(c)3 donor-advised fund advisor.

Questions? Contact Lauren Holloway, Executive Director, at lauren.holloway@hpef.org or 214-780-4062

Education for Life

HPEF is a registered 501(c)3 organization
Tax ID 75-1999200

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