Planned Giving

We at the Bill of Rights Institute are grateful to the Founders who established and defended our constitutional republic. We know you are too. Together, we can protect the freedoms bequeathed to us by previous generations of brave Americans.

By making a planned bequest to the Institute, you can declare your support of liberty and the Constitution. Your gift will ensure our nation’s youth understand the value of our rights and are equipped to defend them for generations to come. Only by embracing the Constitution and Founding principles can our children and grandchildren be prepared to defend our heritage of liberty.

There are many ways to advance liberty through estate gifts, some include:

Bequests
If you are making a new will, you can make the Bill of Rights Institute a beneficiary of your estate. You can also amend your current will to add the Institute as a beneficiary.

Life Insurance Giving
Whether through initiating a new life insurance policy, or transferring a fully-paid policy, you can make a substantial gift to the Bill of Rights Institute, without a significant lump-sum cost to you. You can name the Bill of Rights Institute as the beneficiary when purchasing a new life insurance policy. Alternatively, fully-paid policies can be easily transferred to the Institute. Both options offer tax deductions in line with the current tax-code.

Retirement Plan Transfers
Retirement plans ensure we can achieve our goals in retirement, but if the funds are not exhausted, the remainder can be subject to high estate and income taxes. Through leaving all or part of the remainder to the Bill of Rights Institute, you can help eliminate this burden.

Annuities
An annuity is a contract between you and the Bill of Rights Institute. Through an annuity, you give a gift of cash or property to the Bill of Rights Institute, and we pay you a fixed payment for life. The payment is dependent on age, but will never be changed and cancelled. Donations receive income-tax eligibility in the year given, and a portion of your annuity is tax-free.

Charitable Trusts
A charitable trust helps you transfer property over time when multiple philanthropic objectives. A trust can be suitable for property valued at $50,000 or more. Trusts are set up in accordance with your needs and objectives, and can allow you to make a substantial investment in the Bill of Rights Institute while still providing for your loved ones.

If you have any questions about creating a legacy of freedom by establishing a planned gift or bequest, please contact Rupert Munro by phone at (703) 894-1776, ext. 26. or by email at rmunro@billofrightsinstitute.org.

Please let us know if you have already included the Institute in your estate plan or if you are considering doing so. We enjoy hearing from supporters and appreciate the opportunity to show you how your investments are impacting the lives of students across the country.