Gift planning is all about careful planning and good organization. Did you know that planned gifts can benefit EE while helping you to save taxes, increase your income, and pass more on to your heirs. With help from an EE gift planning representative, you can identify important goals in giving and determine how to accomplish them.

Planned gifts create opportunities for EE and you. As you can see, there are many giving options to choose from. Ideally, the best plan will help you accomplish your goals for yourself, your family, and your charitable interests.

Charitable gift annuity
Deferred gift annuity
Charitable remainder trust
Revocable trust
Bequest
Real estate
Retirement plan asset
Charitable lead trust
Life insurance
Partnership interest
Closely-held stock


It takes time and effort to create an effective plan for the future. We would like to help you by getting to know you better and identifying the gift plan that works best with the goals you have in mind.

For more information, contact John Fisher
jfisher@eeinternational.org