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      Legacy Giving

      Legacy Income Trusts

      PEM and U.S. Charitable Gift Trust, a charitable organization sponsored by Eaton Vance, have partnered to offer a unique opportunity to PEM donors. The PEM Legacy Income Trusts are next-generation charitable planned giving instruments that enable donors to support PEM’s mission while also providing an income stream for up to two individual beneficiaries. Less restrictive in certain respects than other planned giving vehicles, the PEM Legacy Income Trusts are a turnkey option for donors.

      Legacy Trust Overview video
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      Watch Overview Video
      Contributing Cash or Securities Video
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      Watch Contributing Cash or Securities Video


      For more information, email bronwyn_mccarty@pem.org.