Thank you for your interest in the Foundation for Economic Education (FEE) and for taking the time to explore the benefits of gift planning. We have an increasing number of friends who are now benefiting from life income gifts, gift annuities and other plans. Our hope is to serve  you and your family with helpful information.

Weekly Article

Choose Payments that Deliver Forever Ed never thought a charity would pay him money. He lives comfortably and has saved well. He always thought charities only asked for money. Imagine his surprise when he learned about charitable gift annuities. More ...

Wills Guide

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IRA Gift Video

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There are several types of plans, many of which have wonderful benefits for the gift donor. Many  families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, Foundation for Economic Education (FEE) shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Property Turns Into Income Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Krista Tverdak Director of Member Relations

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