Leaving A Lasting Legacy

Supporting the Equipment Leasing & Finance Foundation with a legacy gift is a concrete expression of your commitment forward-looking research and programs to inspire the next generation of industry leaders. Such gifts can be used by the Foundation to support programs aligned with our mission to contribute to the betterment of the equipment finance industry, long into the future.

Please consult your estate planner, tax advisor, or attorney for additional information on making a planned gift.

The Foundation accepts a number of options for legacy giving:

  • The 1989 Society - Bequests:
    By making a bequest to the Foundation, you receive special benefits and unique perks as part of the 1989 Society. The 1989 Society honors and recognizes those donors who have made a long-term commitment to the Foundation in their estate plan.

    • Sample language available here
    • Interested in making a bequest? Please complete this interest form.
      • Common ways to make a legacy gift include:
        • Multi-year donation pledges
          Eliminate annual solicitations and ensure continuity of benefits by setting up a multi-year pledge to the Foundation.
        • Appreciated stock
          Potential tax benefits exist for donors who give appreciated stock rather than cash such as 501(c)(3) not-for-profit organizations such as the Equipment Leasing & Finance Foundation.
      • Donor-advised funds (DAFs)
        A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about like the Equipment Leasing & Finance Foundation.

Questions? Contact Kelli Nienaber.