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Planned Giving

Planned giving is a way to enhance your legacy through charitable giving, while simultaneously gaining tax benefits that can help protect important assets. A planned gift to CEE helps ensure that, in the future, American youth will have a better understanding of economics and personal finance and will be well equipped to make better decisions about money and investments, leading happier, more fulfilling lives as a result. Government wisely provides an array of planned giving tools designed to encourage charitable giving by reducing taxes and increasing financial flexibility for donors. The Council for Economic Education welcomes inquiries about the tools and strategies available.

Leave CEE a bequest in your will

How it works:

  • The bequest is the simplest of planned gifts.
  • The gift can be structured in several ways:
    • A specific dollar amount
    • A percentage of your entire estate, or of the portion that remains after gifts are distributed to primary heirs
    • A contingency gift; that is, a dollar or percentage amount that will be given only under conditions that you specify

Benefits to you and your family:

  • You retain all of your assets as long as you live
  • The gift is revocable; if you change your mind, you can just change your will

Information you need to know:

  • This gift can be accomplished with the inclusion of a single paragraph in your will: “I give, devise, and bequeath $ (or a percentage of your estate or portion of your estate) to the Council for Economic Education, located at 122 East 42nd St., Suite 1012, New York, NY 10168, to be used for its general purposes.”
  • You may also include CEE’s TAX ID#: 13-1623848.

Designate CEE as a beneficiary

How it works

  • You can designate CEE as a beneficiary of your retirement account (e.g., IRA/401K) to bypass taxes from the estate.
  • You can designate CEE as a beneficiary of your life insurance policy.

Information you need to know:

  • Council for Economic Education, located at 122 East 42nd St., Suite 1012, New York, NY 10168
  • You may also include CEE’s TAX ID #: 13-1623848.

Create a charitable trust

How it works:

  • You can create a charitable remainder trust or a charitable lead trust by transferring a gift of cash or property to an irrevocable trust. Please consult your attorney.

If you have other interests, we are happy to have a discussion with you and your wealth advisor. For questions, please contact Tarnisha Smart, VP of Development Operations at 212-827-3620 or tsmart@councilforeconed.org.

To see a copy of our gift acceptance policy, please click here.