Planned giving

Planned gifts are charitable gifts made through estate plans.

Planned giving can be a way to reduce or avoid estate or inheritance taxes and provide for loved ones while giving more than you would have thought possible to your favorite charities.

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Examples of assets frequently considered for planned gifts include: real estate, retirement plans, stocks and bonds, life insurance policies, privately held securities, shares of a family business, personal property, cash, and savings accounts.

The EB legacy society recognizes donors who name EB as the beneficiary of a planned gift or bequest. Gifts to the Legacy Society strengthen EB’s endowment, ensuring that future generations of students will benefit from the EB experience and enabling donors to create a legacy of giving. Through a planned gift, you can help secure the school’s future in ways that may have significant benefits to you and your family.

For more information about making a planned gift to EB,  please contact Florence Kragen, Director of Advancement, at fkragen@eb.org or 510-549-3895 ext. 305.