LOTUS & 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

Below is suggested wording for you to take to your solicitor 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 N. Rogers, 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)”.

For further information, please contact us at 812-336-6599.