Planned Giving/Legacy Gifts

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Legacy Gifts

Legacy gifts make a lasting impact for years to come. We offer several options to help you put your gift to best use, including:

  • Bequests
  • Life Insurance Policies
  • Securities / Stocks / Bonds
  • Retirement Plan Asset
  • Charitable Gift Annuity
  • Charitable Remainder and Lead Trusts
  • Donor Advised Fund

Contact us to learn how to get started.


Do you have a Fidelity Giving Account – a donor-advised fund already set in place? The FICPA Scholarship Foundation is an official Fidelity Charitable organization. Support the foundation by giving grants from your giving account. For more information visit www.fidelitycharitable.org

Let us help you create an ideal Legacy Gift today by contacting our Development Director, Jan Dobson by phone at (800) 342-3197; or via email at ficpascholarship@ficpa.org.