Gift & Estate Planning

Planned Giving

There are many ways to create your legacy of learning and help build Road Scholar's future. Road Scholar established the Legacy Society to recognize the individuals who have chosen to honor their commitment to lifelong learning in such a generous way. Join the Legacy Society by naming Road Scholar in your will or trust, or by establishing a charitable gift annuity. Let us work with you to create your special legacy and continue to provide learning adventures for generations of lifelong learners to come.

If you are considering making a planned gift, or if you would like more information on planned giving and other ways to give, please visit or contact Ann Lamond, Director, Planned and Major Gifts, by phone at (877) 737‐0664 or by email,


Over the years, our programs have been strengthened by alumni and supporters who have named Road Scholar as a beneficiary in their wills, retirement and estate plans. We have received bequests ranging from $5,000 to $1 million. All gifts, large and small, help Road Scholar to grow and develop programs that meet the changing educational needs of lifelong learners.

When you leave a bequest to Road Scholar, you’ll have the satisfaction of leaving behind a legacy of education to enrich the lives of lifelong learners for years to come.

Have you already named us as a beneficiary of your will or trust? Please let us know, so we can thank you.

See sample bequest language.

The Elderhostel Pooled Income Fund

The Elderhostel Pooled Income Fund is a trust fund into which donors’ contributions are pooled and invested. The income you receive quarterly for life is your share of the actual earnings on the Fund’s portfolio. This provides a potential for growth in income over time.

For as little as $5,000 you can make a special gift to Road Scholar, benefit from a significant charitable contribution deduction and receive lifetime income for yourself, a relative or friend. Each gift to the Fund can benefit one or two income beneficiaries.

Other Estate Gifts

There are other options which may fit your individual needs, including gifts of real estate and retirement accounts. For more information please contact Ann Lamond at or toll free at (877) 737-0664.

The purpose of this website is to provide general information only. For advice in specific cases, the services of an attorney or other professional advisors should be obtained.