Giving through a will, living trust and other plans

In addition to fulfilling an important role in providing for the future financial security of your family and others, your will or living trust can offer a way to make thoughtful charitable gifts to charitable interests as part of your long-range estate and financial plans. It can be satisfying to know that a portion of your property will continue to fund your charitable priorities in the future.  

A gift made through a will or living trust can be convenient to arrange. A simple provision or amendment prepared by your attorney at the time you make or update your will or trust is all that is necessary. Gifts included in wills and living trusts are popular because they are flexible, easy to arrange and may be changed with your life circumstances.  

Inform your attorney of your wishes when your will is being prepared, and ask for advice regarding federal and state tax considerations and the best form for your gift.  

Ways to give through wills and trusts 

• Make a gift of a specific amount. A gift of a particular amount may be designated for general use or to fund a special need. 
• Designate that a percentage of your estate be given to the IDSA Foundation through your will or living trust. 
• Give the remainder, or residue, of your estate — that is, what remains after all other bequests to friends and loved ones are satisfied. 
• Name charitable interests to receive a bequest in the event other heirs are not there to receive their legacies.  

If you decide to include a gift in your estate plans, our legal name is IDSA Education and Research Foundation, and our tax ID number is 31-1765388. 

Our address is IDSA Foundation, 4040 Wilson Blvd., Ste 300, Arlington, VA 22203