PLANNED GIVING

Take Care of Yourself and Take Care of the Environmental Volunteers

There are many ways to give that won’t impact your financial resources today, but will have a significant impact on the future for the Environmental Volunteers. You can make a gift to us while maintaining control and flexibility. Please remember us in your will and trusts.

What You Can Give

  • Cash: One of the most common ways to make a gift to the EV is to write a check, give a credit card number, or donate online.
  • Stocks & Bonds: Giving long-term appreciated stock is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting the EV.
  • Retirement Assets: A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding the EV’s future.  For more on making a tax-free gift from your IRA, click here.
  • Life Insurance:  Life insurance is a valuable asset for making a charitable gift. It can be made without diminishing other investments or assets earmarked for family members.
  • Real Estate: A gift of real estate allows you to preserve your cash assets, receive tax and income advantages and make a significant charitable gift to the EV.
  • Personal Property: A gift of artwork, coins, antiques, or other personal property can be an excellent way to support the EV.

Click to open our Guide to Planned Giving.

Giving Through Your Estate

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the Environmental Volunteers in ways that may not be possible through lifetime gifts. Giving through your estate plan can generate a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to EV.

Bequest

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the EV. No other planned gift is as simple to implement or as easy to change should you ever need the assets during your lifetime.

A bequest may be right for you if:

  • You would like to make a gift to the Environmental Volunteers
  • You want the flexibility to change your mind.
  • You want continued access to your gift assets, should you need them.
  • A tax deduction for your gift is not important to you in the short term.

Click here to see our sample bequest language and beneficiary designation.

Thank You to the Estates of Janet K. Fisher, Robert Shepherd, and Joanne Greenwald for their generous bequests to Environmental Volunteers.

Other Options

There are many planned giving options for you and your financial advisor to consider. Your choice will depend on your goal. Below is a simple outline that can show you the benefits of each planned giving option.

Your Goal Your Gift
A gift that pays fixed annual payments. Charitable Gift Annuity
A trust that pays fixed annual payments. Charitable Remainder Annuity Trust
A trust that pays variable annual payments. Charitable Remainder Unitrust
A gift that reduces taxes upon your estate. Charitable Lead Trust
Give your home and continue to live there. Retained Life Estate
Give retirement assets to help avoid taxes. Retirement Plan Gift
A revocable gift upon your death. Bequest in Will
Use insurance assets to help avoid taxes. Life Insurance Gift
A gift that gives immediate benefits. Gift of Appreciated Property
The simplest gift is a gift of cash. Outright Gift
Avoid taxes on the sale of real estate. Real Estate Gift

For more information, please call our development office at (650) 493-8000.