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.

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.