Estate Giving

A bequest to a P.E.O. project or the P.E.O. Foundation – regardless of its size or nature – will help ensure the continuance of the P.E.O. mission.

Charitable bequests to a P.E.O. project will support additional educational loans, grants, awards or scholarships. A charitable bequest to the P.E.O. Foundation may be undesignated or may be designated as follows:

  • to one or more of the P.E.O. educational projects
  • to one of the existing funds held and administered by the P.E.O. Foundation
  • to establish a new fund in the P.E.O. Foundation

In all cases, bequests from estates are allowable as U.S. tax deductions because the P.E.O. Foundation and each of the P.E.O. educational projects have been classified by the IRS under Section 501(c)(3) as charitable organizations. It is important to note that local and state/provincial/district chapters are NOT charitable organizations, so donations or bequests to them are not allowable as a U.S. tax deduction.

Designated Bequest

You may choose to leave a U.S. tax-deductible bequest to a specific fund already existing in the P.E.O. Foundation or to any of the P.E.O. educational projects.

Designated Bequest to Establish a Fund in Perpetuity

You may choose to leave a U.S. tax-deductible bequest to establish an endowed permanent fund in the P.E.O. Foundation, where the funds are held in perpetuity with use of the annual interest and income directed for a specific purpose. The fund may bear the donor’s name.

Information for Wills and Suggested Language for Bequests document