Planned Giving

Have you ever thought of remembering the Ephraim Historical Foundation in your estate plans?

Photo by Tad Dukehart

As members of the EHF, we are a group of passionate individuals who wish to preserve Ephraim’s heritage for our children, grandchildren, and beyond. By leaving a gift to the Ephraim Historical Foundation or the Ephraim Foundation Heritage Fund Endowment in your personal estate plan, you will help ensure the success of this mission long into the future.

There are many ways to remember the Ephraim Historical Foundation (EHF) or the Heritage Fund (HF) in your estate plan. We are happy to sit down with you to discuss your goals and opportunities. Contact the office (info@ephraim.org or 920-854-9688) with any questions.

Here are just three easy ways to plan a gift in your personal estate plan:

  1. Bequests
    • Remember the EHF or HF with a simple codicil or amendment to your will or trust.
  2.  IRAs or Retirement Plans
    • Go online or call your administrator to name the EHF or HF as a full or partial beneficiary of your IRA, annuity, or other retirement account.
  3. POD Accounts
    • Instruct your bank to name EHF or HF as a beneficiary to be payable after your lifetime on your certificate of deposit, savings, or other bank account.

Other options that may help save taxes include gifts of real estate, charitable trusts, gifts of stocks and bonds, and many others. Please let us know how we can help you plan a gift that is right for you. Also, please let us know if you have already remembered the EHF or the HF in your plans; we would love to be able to say thank you!

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