Planned Giving to EESI - The Details You’ll Need
Summary
The document outlines the specific language and identification details required to designate the Environmental and Energy Study Institute (EESI) as a beneficiary in wills, trusts, retirement accounts, or life insurance policies.
Key insights
- EESI provides suggested legal language for bequests via wills or trusts, specifying that the organization is a District of Columbia nonprofit exempt from tax under Section 501(c)(3) of the Internal Revenue Code, with a federal tax ID of 52-1268030.
- Donors can designate EESI to receive either a fixed sum or a percentage of their estate, as well as all or a portion of the unused balance of retirement accounts or death benefits from life insurance policies.
Cite the original document
- APA
- Environmental and Energy Study Institute (n.d.). Planned Giving to EESI - The Details You’ll Need. https://www.eesi.org/files/Planned-Giving-to-EESI.pdf
- Chicago
- Environmental and Energy Study Institute. Planned Giving to EESI - The Details You’ll Need. n.d. https://www.eesi.org/files/Planned-Giving-to-EESI.pdf.
- Wikipedia
- {{cite report |author=Environmental and Energy Study Institute |title=Planned Giving to EESI - The Details You’ll Need |url=https://www.eesi.org/files/Planned-Giving-to-EESI.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}
- BibTeX
- @techreport{environmentalandenergystudyinstitutendplanned, author = {{Environmental and Energy Study Institute}}, title = {{Planned Giving to EESI - The Details You’ll Need}}, institution = {Environmental and Energy Study Institute}, url = {https://www.eesi.org/files/Planned-Giving-to-EESI.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }
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