The Bridgebuilders Circle
Environmental Initiative donors who support building trust across perspectives, breaking down silos, and forging collective solutions for people and planet can help sustain that work by making a planned gift to our Bridgebuilders Circle.
Our team can work with you and your trusted advisors on a range of planned giving options like stock donations, retirement plan designations, or including us in your will.
Information below is not intended to be financial advice. Please consult with your financial or estate planner.
Make your planned gift
To learn more about making a planned gift and joining the Bridgebuilders Society, contact Sacha Seymour-Anderson at 612-334-3388 ext. 8108 or via email. Sacha can also provide Environmental Initiative’s tax exempt and brokerage information to you, your financial advisor, or your estate planner.
Planned giving options
Will bequest
There are a number of ways to make a bequest in your will. The most common and most preferred bequest gift is for unrestricted support. Contact us for sample language to include in your will or estate plan.
Stock donations
Support Environmental Initiative by making gifts of appreciated stocks, bonds, or mutual funds. Such gifts may offer tax advantages, and we can work with your financial advisor to provide our brokerage details to complete the process.
Life insurance policy
There are many ways that you can use your life insurance policy to benefit you, by maximizing your federal income tax deduction, and Environmental Initiative, by providing us with a generous gift to support our work.
Retirement plan designation
Leave a legacy by choosing Environmental Initiative as a beneficiary of your retirement plan. The gift is exempt from federal estate tax and is a “tax-smart” way to maximize the impact of your gift and minimize taxes.
Charitable trusts
Charitable Lead (CLT) and Charitable Remainder Trusts (CRT) are tax-advantaged gift trusts: CLTs pay income to Environmental Initiative now and return assets to heirs later; CRTs pay income to you/beneficiaries now and give the remainder to the organization.
Retained life estate
Your home, vacation property, or other real estate can be donated while retaining your right to occupy the property for life (or another specified term). At the end of the term, full ownership transfers to Environmental Initiative and the property helps support our mission.