Planned Giving

Witnessing and Notarizing Your Documents During the Coronavirus Pandemic

By including a charitable gift to the Lotus Education & Arts Foundation in your estate planning, you can help Lotus continue to offer life-affirming programming for future generations. A planned gift can also offer tax advantages to both you and your heirs. We’re happy to work with you and your tax advisor to design a planned gift to Lotus that is right for you and your family. Contact the Lotus Office at 812-336-6599 to talk with a Lotus staff member about your planned gift.

There are a variety of ways you can give a Planned Gift to Lotus, including,
but not limited to:

  • Bequests
  • Charitable Gift Annuity
  • IRA Rollover
  • Retirement Plans with Lotus designated as a beneficiary
  • Insurance Policies with Lotus designated as a beneficiary
  • Charitable Trust

We thank you for considering leaving a gift in your Will toward the long term support of the Lotus mission: To create opportunities to celebrate, experience, and explore the diversity of the world’s cultures through music and the arts.

Suggested Wording

Below is suggested wording for you to take to your legal advisor when writing your Will; simply fill in the appropriate details:

“I bequeath to the Lotus Education & Arts Foundation, Inc., an Indiana non-profit corporation with its principal office currently at 105 S. Rogers Street, Bloomington, Indiana, [and the specified program, if appropriate] for the purpose of fostering cultural understanding and tolerance in our community [a specified sum, or specified items, or the residue of my estate] free of all duties, and the receipt of the Secretary or other authorized officer of the Lotus Education & Arts Foundation for the time being shall be a complete and sufficient discharge for the executor(s)”.