SAWBO Partners with ECHO to Deliver Agricultural Assistance to Farmers
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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
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.
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.
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
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.
For more information, contact ECHO’s Advancement Team, Glenn Hornbuckle, at (239) 567-3327.
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.
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 continuously for more than a decade.