1937 Legacy Society

Are you looking for a simple way to support Tax Foundation and establish your legacy? With just a sentence or two, you can add a gift to a new or existing will.

For example:

This gift costs nothing during your lifetime, and you can change the gift if your goals or circumstances change. You can make a will or living trust gift of cash, appreciated securities, real estate, tangible personal property, or closely held stock.

With a change-of-beneficiary form, you can easily name Tax Foundation as the recipient of certain common assets that do not pass under your will, including:

• Life insurance policies
• IRAs and other retirement accounts
• Donor-advised funds

You can choose to name Tax Foundation as:

• The sole beneficiary
• A percentage beneficiary (along with one or more heirs or other charitable beneficiaries)
• A contingent beneficiary (to receive the assets only if the primary beneficiary cannot)

Would you like a simple, meaningful way to separate your charitable funds from your other assets, receive an immediate income tax deduction, and support Tax Foundation when the time is right? You can accomplish all that with a donor-advised fund (DAF).

How it works:

1. Make an irrevocable contribution to the DAF using cash or other assets
2. Qualify for a tax deduction for your contribution
3. Take advantage of tax-free growth potential and professional asset management
4. Name Tax Foundation as the sole or partial beneficiary of your donor-advised fund.