Getting Started
Including CET in your charitable plans is a simple process.
Will or Trust
To name CET as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions. To make the process easier, we are pleased to share some suggested language for you and your advisor to consider.
By clicking on the image below, you will be able to view and share our suggested bequest language.
Beneficiary Designations
To name CET as a primary or contingent beneficiary of a financial account and/or a life insurance policy, you will need our legal name, address and tax-identification number. By clicking on the image below, you will be able to view and share this information.
