The Legacy Society
View the honored members of Direct Relief’s Legacy Society, whose commitment is an inspirational example of generosity. Legacy Society members may choose to remain anonymous.
About the Legacy Society
Direct Relief’s commitment to continue its work in the future requires planning and preparation. Some of Direct Relief’s supporters have committed to ensuring that the organization has the financial resources it will need in the future by including a bequest in their will or trust, or by providing for another form of future gift upon their passing.
When you notify Direct Relief that you have included a gift to the organization in your estate plan you become an honored member of Direct Relief’s Legacy Society. By notifying the organization of your decision, you will help ensure that your gift is properly recognized when received.
Choosing the right form of planned gift
A planned gift may have financial benefits for you and can even allow you to contribute more to Direct Relief after you pass away than you could during your lifetime. There are many ways to support Direct Relief with a planned gift. Please discuss planned giving with your lawyer, tax planner, or financial advisor to find out which types make sense for you.
The tax and legal benefits you receive will depend on your situation, and your financial, tax, and estate planning goals. In some cases, an estate gift will allow you to make a gift that is larger than the donations you make during your lifetime, or reduce or eliminate estate tax by decreasing the size of your taxable estate below the Estate Tax Exemption.
Because benefits vary according to your individual circumstances, Direct Relief strongly encourages you to consult with your attorney, tax advisor, or other estate planning professional before making a planned gift. By reviewing various options with your advisor, you can choose to make the gifts that best meet your immediate and future needs.
This information is offered to help you understand some of your options for making a charitable gift to Direct Relief. Only a lawyer or tax professional can give you estate planning or tax advice.
For more information about Direct Relief’s Legacy Society or planned giving, please click here to contact us.
Popular Types of Planned Gifts
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