Legacy Giving

An easy way to include The Arbor School in your legacy plans is to include a bequest in your will or trust. Bequests can be made both to individuals as well as nonprofit organizations, and can be made for a specific amount, a percentage of your estate, or for the residual (remainder) of your estate.

To include The Arbor in your plans, we recommend you provide the following language to your attorney:

“I hereby give, devise, and bequeath (dollar amount, percentage, or specific asset) to The Arbor School, a nonprofit organization located at 1919 Knoll Street, Houston, TX 77080, Federal Tax ID #76-0317198, for the general use and purpose of The Arbor School.”

If you would like to restrict your bequest for a specific purpose, please contact Laurel Keller, Director of Development, at lkeller@arbor.org or (713) 322-7394 to discuss and ensure our organization is able to use your gift for the intended purpose.

Please fill out this Planned Giving Declaration of Intent form when you are ready to start the process.

Like legacy gifts from retirement accounts, insurance beneficiary designations are a way to include The Arbor School in your plans. Simply contact the administrator of your insurance policy to include us as a beneficiary. Beneficiary designations can often be changed online with your administrator and updated at any time; you may name individuals and nonprofits as primary or contingent beneficiaries for the percentages you desire.

Please specifically list The Arbor School and Tax ID #76-0317198 when updating your beneficiaries with your provider. Additionally, please contact Laurel Keller, Director of Development, at lkeller@arbor.org or (713) 322-7394 to discuss the purpose of your future gift, as you are not able to designate this information with your provider.

Additionally, The Arbor accepts gifts of insurance policy ownership. The Arbor School must be named as both beneficiary and irrevocable owner of the policy; if the policy is not paid in full, we will discuss plans for future premium payments will be discussed in consideration of your donation. Please contact us if you are interested in learning more about this type of gift.

Please fill out this Planned Giving Declaration of Intent form when you are ready to start the process.

Legacy gifts from retirement accounts, such as Individual Retirement Accounts (IRAs) or 401(k)s, are a way to include The Arbor School in your plans. By contacting the administrator of your retirement account to include us as a beneficiary, the portion designated to benefit The Arbor will pass to our nonprofit organization tax-free when your estate is realized.

Beneficiary designations can often be changed online with your administrator and updated at any time; you may name individuals and nonprofits as primary or contingent beneficiaries for the percentages you desire.

Please specifically list The Arbor School and Tax ID #76-0317195 when updating your beneficiaries with your administrator. Additionally, please contact Laurel Keller, Director of Development, at lkeller@arbor.org or (713) 322-7394 to discuss the purpose of your future gift, as you are not able to designate this information with your account administrator.

Additionally, if your account is subject to Required Minimum Distributions, did you know you can distribute up to $100k per year to nonprofit organizations to lower your taxable income? A Qualified Charitable Distribution, also known as an IRA Charitable Rollover, can provide benefits to you, even if you do not itemize your tax return. Please contact your account administrator with the information above to make your contribution.

Please fill out this Planned Giving Declaration of Intent form when you are ready to start the process.