An Eisenhower Fellowship is transformational.  So too can a planned gift be to our endowment, a permanent, self-sustaining source of funding which supports our annual operations.

 

Eisenhower Fellowships’ endowment assets are invested and managed to secure our organization’s future.  The endowment allows us to expand our programs, extend our mission, and support our network of international leaders from 115 countries who are working to make the world more peaceful, prosperous and just. 

 

Planned Gifts Build our Endowment

Outright gifts of cash and appreciated securities provide an immediate boost to our endowment and are gratefully received. However one of the best ways to make a meaningful endowment gift (and reap some personal benefits as well) is to make a deferred or “planned” gift.

 

Consider these ways to support Eisenhower Fellowships while planning for your future:

 

  • Establish a bequest by naming Eisenhower Fellowships as a beneficiary in your will or revocable (living) trust. This is the most common way to support Eisenhower Fellowships through a planned gift.

 

The following language is an example of how a bequest to benefit Eisenhower Fellowships may be worded:

I give, devise and bequeath to Eisenhower Fellowships, a qualified 501(c)(3) charitable organization located in Philadelphia, Pennsylvania, _____ percent of my residual estate (or a specific bequest of $__________, or other personal or real property appropriately described) for (a specific country, region or unrestricted use), to be used in accordance with the terms of the most recent written directive I have signed with the University, and, if none exists, to be used as directed by the Board of Trustees at Eisenhower Fellowships. 

 

  • Name Eisenhower Fellowships as a primary or contingent beneficiary of a retirement account (e.g. IRA, SEP, 401(k), 403(b), ESOP, etc.) or insurance policy. 
  • If you are 70½ or older, you can make a tax-free distribution of up to $100,000 from your traditional or Roth IRA to Eisenhower Fellowships without incurring income tax on your withdrawal.  It's an efficient way to support our mission, and can be a one-time or recurring gift.  Most importantly, the distributions can go directly to Eisenhower Fellowships and are not subject to income tax. 

 

Planned gift donors are members of our Legacy Society.  Your Legacy Society membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.  Benefits of membership in the Eisenhower Fellowships’ Legacy Society include an invitation to our Annual Meeting Day Dinner, an annual event that welcomes our distinguished Fellows and Trustees. 

 

For more information, please contact Monica Steigerwald, Director of Major Gifts at msteigerwald@efworld.org or (215) 965-1968.

 

Thank you for your interest and support. 

 

The material presented on this Planned Giving website is not offered as legal or tax advice.  We urge you to consult with your professional advisor about your situation before making a charitable gift.