Planned Giving

The legacy you leave tomorrow starts with the plans you make today.

Pass On Your Legacy of Caring About the Hungry

Transform the lives of vulnerable families worldwide through a planned gift to ECHO.
A planned gift doesn’t have to be complex or only for the wealthy. There are ways to wisely steward your hard-earned assets to reduce tax burdens and maximize what you can leave to your family upon your death while also providing a meaningful gift to ECHO that expresses your personal commitment to empowering the hungry.
Be the Light

Leave a Legacy of Lasting Hope

Explore how you can create a planned gift that meets your financial goals and expresses your personal values.

“If you pour yourself out for the hungry and satisfy the desire of the afflicted, then shall your light rise in the darkness…”   Isaiah 58:10 

Can I Afford to Help

Other Ways To Give

Our compassion isn’t lacking, but neither are anticipated expenses. A realistic look at our finances doesn’t mean we have to close our eyes to the needs God puts on our hearts. Protect your current cash flow while still planning to make a lasting and impactful difference.

Beneficiary Designations

You don’t need a large estate or high net worth to donate one of your assets such as a life insurance policy, retirement plan or savings account. This is often a way to make a much larger gift than you could afford during your lifetime and is easy as filling out a simple form. 

Contact the institution holding your asset to ask them for a change-of-beneficiary form. Many times this form is available online.

Determine the amount you would like ECHO to receive. You can assign multiple beneficiaries and percentages, if you prefer. For example, you can decide that 75% of your benefit goes to family, and 25% to ECHO.

Follow your institution’s directions for returning or submitting the form.

Notify ECHO and any other beneficiaries of your plans so the proceeds can be claimed at the appropriate time. 

If your financial goals or charitable wishes change, the beneficiary designation can be changed at any time.

Wills/Bequests

Without spending your resources right now, you can still make a meaningful and lasting statement about what matters most to you. With flexibility in the ways to give through your will, you can steward your legacy to bless both your loved ones and impoverished families worldwide. 

Your will can provide for your heirs while also specifying that a designated amount or a particular percentage goes to ECHO. Another option is to leave what remains of your estate to ECHO after all the gifts you wish to leave for your loved ones have been made. 

Sample Language for your will:

To name ECHO as a partial or full beneficiary in your will or bequest, here’s the language to use: “I do hereby give, devise and bequeath to ECHO, Inc., a not-for-profit organization located at 17391 Durrance Road, North Fort Myers, FL 33917, Tax ID# 23-7275283, XX% or $XX, of my estate to support for general use and purpose.”

INFORMATION FOR PROFESSIONAL ADVISORS:

 Legal Name: ECHO, Inc. Address: 17391 Durrance Road, North Fort Myers, FL 33917 Tax ID #: 23-7275283

Charitable Gift Annuities – a way to give AND receive

For those looking for ways to boost retirement income while also planning how they can continue to support causes they care about, the charitable gift annuity is a popular planned giving option. Learn more about this way to create a fixed steady stream of income.

  • Payments to you are fixed when the charitable gift annuity is established. Unlike other investments such as CDs and stocks, what’s going on with the stock market or interest rates won’t impact the payout you’ll be receiving throughout your life.
  • Using appreciated stock to fund your charitable gift annuity eliminates part of the capital gains tax.
  • If you itemize when filing your tax return, you can claim a charitable deduction for a portion of the gift.

For more information, contact ECHO’s Advancement Director, Amy Wiggins, at (239) 567-3341.

Gifts of Stock

A Tax Smart Way to Give!

Help vulnerable families with a tax savvy gift of stock.

If you’ve held appreciated securities more than a year, you can eliminate capital gains tax and receive a charitable deduction based on the stock’s fair market value at the time of transfer. To rid your portfolio of underperforming securities while also reducing taxable income, you’re better off selling depreciated stock first and donating the proceeds.

70 ½ or Older?

The Benefits of the IRA Rollover

Consider supporting ECHO’s mission by making a qualified charitable distribution (QCD) from your IRA account. When you transfer money from your IRA directly to a qualified charity, you can satisfy your minimum required distribution without it counting as taxable income. With this popular type of gift, you can give any amount up to $100,000 per year from your IRA directly to ECHO without having to pay income taxes on the money.

Employee Matching Programs

Multiply Your Gift

More than 16,000 companies nationwide will match their employees’ gifts to ECHO. If your company provides an employee matching gifts program your gift could be doubled, tripled, or more! Please check with your company to find out if your employer will match your already generous gift to ECHO.

If your employer requires an Employer Identification Number (EIN) (i.e. Federal Tax Identification Number), please use 23-7275283. 

We take our mission seriously, as well as the generous contributions that help us accomplish it.

Our financial records are available anytime upon request. We regularly report audited financial statements, annual reports, and tax information. To make sure we’re doing right by our people and our mission, we are evaluated by independent parties. ECHO is rated among the Top 3% of all evaluated charities in the US by Charity Navigator and has been awarded the highest “4-Star” rating for the last 9 consecutive years. 

ECHO is a nonprofit tax organization. Contributions are tax-deductible, and ECHO is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only.