Planned Giving Menu

Designate and Donate—Introduction

Gifts Anyone Can Make

You can support EA in several simple and savvy ways without reducing your income or diminishing your savings.

Think about using assets that can be transferred to EA without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.

You can name EA in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.

Benefits of Naming EA In Your Long-Term Plans

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift and leave your cash flow and current financial planning unchanged.
  • You can make a gift with appreciated assets and save taxes.
  • You can use your retirement plan for charitable giving (give your heirs assets with lower tax burden).

Retirement Plans

Ask the plan custodian for a T.O.D. form. Some companies also call these forms beneficiary designation forms.

Learn more about designating and donating a portion or all of your retirement plan.

Stocks and Investments Fund Accounts

Ask the brokerage or mutual fund custodian for a T.O.D. form. Some companies also call these beneficiary designation forms.

Learn more about designating and donating appreciated stock or mutual fund account plan.

Life Insurance

Ask the insurance company for a T.O.D. form. Some insurance companies also call these beneficiary designation forms.

Learn more about designating and donating a portion or all of your life insurance policies.

Bank Accounts

Ask the bank for a P.O.D. form. After your passing, what remains in the checking or savings account will be transferred to The Episcopal Academy.

Learn more about designating and donating your bank accounts.

Jointly Held Accounts

You may have a loved one as the joint-owner of an account. You can still designate and donate.

Learn more about designating and donating jointly held accounts.

Artwork and Personal Property

Easy assets you can donate that will not affect cash flow, with little or no legal expense.

Learn more about designating and donating artwork and personal property.


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