"The genius of EFE is that it is not catering to an elite. This is talking to the general population and giving them the basic skills they need to get by on a day to day basis. It is maybe a small idea but it can reach millions of people. This is the genius of EFE."

--Omar Chaabi


Planned Giving

Planned giving is the gift of an asset - a house, securities, stocks, appreciated property such as works of art - to EFE.

The benefit of a planned gift is that you can choose to retain some aspect of the asset that you give while providing EFE Foundation with the support it needs to fulfill its mission. For instance, if the asset you opt to give EFE Foundation is a house, you may retain the right to use that house for the rest of your life.

Planned giving offers you a great deal of flexibility. Such gifts let you make a donation in a way that helps you achieve your personal financial goals, such as lowering your tax burden or diversifying your holdings.

Once you transfer an asset to EFE Foundation we will invest the proceeds from the sale of the assets and pay you (or your designated beneficiaries) an income for the term of years you specify.

You can even opt to place assets in a trust that pays income to EFE Foundation for a term of years and then pass those assets on to your children or other beneficiaries.

Your personal financial and charitable objectives will determine the structure of your gift. EFE's Development Office will assist you in structuring a planned gift to suit your personal circumstances.

Types of Planned Gifts Include:

  • Charitable Gift Annuities
    • Immediate Payment
    • Deferred Payment Charitable Gift Annuities
  • Charitable Remainder Trusts: Income for Life
    • Annuity Trust
    • Unitrust
  • Term Trusts: Income for a Specified Term of Years
  • Charitable Lead Trusts
  • Testamentary Trusts
  • Pooled Income Funds
  • Gifts of Residence or Other Real Estate with Retained Life Interest
  • Bargain Sales
  • Gifts of Retirement Plan Assets
  • Bequests


Please contact EFE's Development Office to discuss any of these planned gift options and their associated tax ramifications.




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