Most donors choose to help the Edward Foundation by making an outright gift of cash or stock. You may want to help Edward in other ways – such as a gift that can also pay income for life, or by making a gift that can help pass assets to your children or grandchildren.
There are several different Planned Giving opportunities. We can provide you with a confidential illustration of how these opportunities may work for you. Please call (630) 527-5956 to arrange for a personalized example.
Include The Edward Foundation in your estate plans by naming us in your will. After making provisions for your family, you can provide a percentage of your estate to the Edward Foundation. A fixed dollar amount can be mentioned as well, but you may find that a percentage is easier and doesn't need to be reviewed as time passes. Ask for specific bequest clause language for you or your attorney to use in your will.
Charitable Gift Annuity
This special gift arrangement is often called "the gift that gives back." You will receive a generous tax deduction and get money back for yourself or for yourself and one other person such as your spouse at an attractive interest rate for your entire life.
There are several different types of trusts with either fixed or variable payments that can help you reduce your estate taxes, avoid probate, shelter funds for yourself and your family – and receive a generous tax deduction.
A life insurance policy you no longer need can be a very attractive tax-wise gift. By making the Edward Foundation the owner and beneficiary, you receive an immediate tax deduction and the joy of knowing that you're helping others.
Donating a house or property helps you to receive a generous tax deduction based on full market value of your real estate. By keeping the right to live in your home for life or until you no longer need it, you may stay there and receive a generous tax deduction.
Retirement plan proceeds
By making Edward Foundation the beneficiary of your retirement account, you can save estate taxes and often provide more for your heirs.