Scholarship Endowment Trust

Overview

A dedicated endowed trust that funds educational scholarships under criteria you define — a field of study, a community, or a named honoree. The corpus is preserved and award payments come from earnings, memorializing a person or supporting a cause in perpetuity.

Best For

Donors honoring a family member or mentor
Those supporting a specific school, field, or community
Givers who want a permanent, named educational legacy

📊 Key Tax & Giving Advantage

Permanent, name-bearing educational impact funded from earnings while the principal endures.

Considerations

Selection must be objective and nondiscriminatory
If run through a private foundation, IRS pre-approval of scholarship procedures (§4945(g)) is required
Administration of applications and awards must be arranged

Interested in Scholarship Endowment Trust?

Every philanthropic structure should be tailored to your assets, goals, and state law. Request a private consultation and we'll help you choose and establish the right vehicle.

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