Planned Giving

Planned giving is a powerful way to make a lasting legacy gift that impacts present and future generations. There are many options and tools available that allow you to tailor your planned gift in a manner that benefits you, your family, and the Ed Fund.

Planned Giving

Support the Ed Fund with a gift of your assets by including us in your will. A gift of your assets to the Ed Fund through your will may result in a tax benefit to your estate.

Charitable Remainder Trusts & Gift Annuities

Create a trust naming the Ed Fund as beneficiary, but you continue to receive income during your life. There are potential tax benefits that you might receive by creating a charitable remainder trust.

Charitable IRA Rollover

The IRA charitable rollover, which was renewed on January 2, 2013, allows individual taxpayers older than 70 ½ years to donate up to $100,000 from their individual retirement accounts (IRAs) and Roth IRAs to charitable nonprofits without having to treat the withdrawals as taxable income.

Contact the Ed Fund or your attorney for additional information on how you might structure a planned gift. Please email Executive Director Joel Mackey at joel@edfundwest.org or at (510) 233-1464 x 101.