Your Goals

Your Strategy

Your Benefits

Make a gift for EDF's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today — a gift that costs you and your family nothing. Tomorrow — tax benefits

Locate an overlooked asset that you can easily give to EDF

Name EDF as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Retain income benefits from the assets you give to EDF — thus afford a larger gift

Create a charitable gift annuity or a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Turn an unneeded asset into a meaningful gift

Make a gift of a life insurance policy

Increase your ability to make a significant gift to EDF

Afford a larger gift to EDF — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at EDF for a fixed, finite period with the principal going to your heirs

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Tap one of the most valuable assets in your portfolio to make a gift that benefits EDF

Use real estate to make your gift to benefit EDF

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or business interest to EDF

Avoid capital gain liability, receive an income tax deduction, and use a gift asset you may have overlooked