Retirement Accounts

Most retirement plans are tax-deferred, meaning that you do not pay income tax on the assets in a retirement plan until they are distributed to you.  Because retirement assets that are unused during your lifetime may be subject to both income and estate taxes, these may be among the costliest assets to distribute to loved ones through your estate.

Securities

Securities can be donated either through a bequest or as a lifetime gift. 

To find out more, including our DTC number and account number or other resources regarding planned giving, please email our Planned Giving Coordinator using the form below, or call 1-800-841-7299.

Bequests

Keeping your will or living trust updated is essential to ensure that all of your wishes will be carried out. It’s easy to remember PennEnvironment in your will or living trust. Your advisor can include just a few sentences to arrange the gift.

Through a will or trust, you can give:

Securities

Securities can be donated either through a bequest or as a lifetime gift. 

To find out more, including our DTC number and account number or other resources regarding planned giving, please email our Planned Giving Coordinator using the form below, or call 1-800-841-7299.

Life Insurance

Sometimes circumstances change and life insurance is no longer a critical part of an estate plan. If you wish to redirect life insurance, it’s simple to do so. You can designate a nonprofit such as PennEnvironment as the beneficiary of your life insurance policy, which you will continue to own during your lifetime. After consulting with your advisors, ask your insurance agent how to make this simple change to your policy.

Retirement Accounts

Most retirement plans are tax-deferred, meaning that you do not pay income tax on the assets in a retirement plan until they are distributed to you.  Because retirement assets that are unused during your lifetime may be subject to both income and estate taxes, these may be among the costliest assets to distribute to loved ones through your estate.

Bequests

Keeping your will or living trust updated is essential to ensure that all of your wishes will be carried out. It’s easy to remember PennEnvironment, a project of Environment America, in your will or living trust. Your advisor can include just a few sentences to arrange the gift.

Through a will or trust, you can give:

Pages