Palouse-Clearwater Environmental Institute

“connecting people, place and community”

PCEI Endowment Trust Fund – Building a Better World

The PCEI Board of Directors established the Endowment Trust Fund in 2000 to demonstrate PCEI’s ongoing commitment to our community.  The Endowment allows owners a tangible way to express their commitment to PCEI’s mission into the future.  The PCEI Endowment is an open account composed of gifts of cash, stocks and bonds, and life insurance, held in perpetuity for permanent use by PCEI.

Gifts to the PCEI Endowment are investments in our community’s future.  The Endowment portfolio is managed by the PCEI board in consultation with a financial advisor who monitors the performance of socially responsible funds.  A portion of the income generated by the portfolio supports PCEI projects each year.

A gift to the PCEI Endowment endorses this organization’s commitment to our values of connecting people, place and community.

Your gift will help the Palouse-Clearwater Environmental Institute:

  • Protect local ecosystems
  • Educate children and adults about environmental issues
  • Design effective solutions to local issues

Methods of Giving

There are many ways to give to the PCEI Endowment Trust Fund.  Please call to discuss your options and preferences.

Immediate Gift

Gifts of cash, stocks, bonds, or real estate

Benefits:

  • Possible income tax savings based on fair market value of asset
  • Potential estate tax savings
  • Assets that go to work immediately

Deferred Gift

Naming PCEI or the PCEI Endowment as beneficiary of life insurance or annuity policies; gifting a future interest in land or securities while retaining the present use of these assets

Benefits:

  • Possible income tax savings based on future value of gift
  • Potential estate tax savings
  • Allows you to use property or income from securities for certain number of years or life

Bequest

Naming of PCEI or the PCEI Endowment as a beneficiary of your will or trust account

Benefits:

  • Potential estate tax savings

Charitable Trust

Transferring assets into trust that can pay you (or your heirs) income for life.  Upon death the assets are transferred to the PCEI Endowment.

  • Immediate income tax benefits
  • Potential estate tax savings
  • Assets management assistance if desired
  • Possibility of increased income