Estate Planning

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Charitable Giving Options

Planned Gifts provide for the future of the Save Ellis Island Foundation. These commitments will allow SEI to advance our mission of education and preservation.



An outright bequest of cash, securities, real estate or tangible personal property is one way to provide for the Save Ellis Island Foundation in your will. You may indicate a specific amount, a percentage of your estate or a particular piece of real estate or other property.


A residual bequest provides that the Foundation receives the “residue” or the balance remaining , of your estate after specific bequests are satisfied. Wills or living trusts can also establish testamentary trusts, which can provide income to another person or persons for life before the principal assets pass to the Save Ellis Island Foundation.


Other Planned Gift Options




One of the easiest ways to make a planned gift to the Save Ellis Island Foundation is by making it the beneficiary of a retirement account such as an IRA, SEP, 401 (k), 403 (b) or other retirement plan. This beneficiary designation can usually be accomplished by completing a beneficiary designation form. Naming the Save Ellis Island Foundation as a partial or full beneficiary of your retirement plan may result in significant income or estate tax savings.




A low-cost way to make a significant gift to the Save Ellis Island Foundation is to make the Save Ellis Island Foundation the beneficiary or owner of a new or existing life insurance policy. If you continue to pay the premiums after the gift of the policy, you can receive an income tax charitable deduction when each premium is paid.


Please contact your Financial Advisor for assistance in establishing any of these Planned Giving options.

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