Bequest

A bequest is a gift of any amount made to the Coca-Cola Scholars Legacy Fund in your will. You may include a charitable bequest when you execute a new will, or you can add it to an existing will through a codicil.

Retirement or Remainder Trust

You may consider using retirement plan assets (IRAs, 401(k) Plans, Profit Sharing Plans, Keough Plans, and 403(b) Annuity Plans) to make a significant and meaningful gift that will support the Program and the next generation of leaders. Naming the Coca-Cola Scholars Legacy Fund as a beneficiary of your retirement plan account is one of the easiest ways to make a planned gift.

A charitable remainder trust funded with retirement plan assets is also a great way to reduce estate taxes, provide a lifetime income stream to one or more beneficiaries, and to make a charitable gift.

Simply call your plan administrator and request a Change of Beneficiary form. In the beneficiary section, list ‘Coca-Cola Scholars Legacy Fund’ (Tax ID Number: 58-1686023) as the primary beneficiary for all or a portion of the account. Then return the form to your plan administrator and send a copy to us for our records.