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Fulbright Association Planned Giving

A gift in your will propels our advocacy efforts for the future of Fulbright. It empowers our community to be a catalyst for a peaceful and interconnected world inspired by international educational exchange. Every gift, large and small, makes a difference – and there are many options for making a planned gift.

To get you started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney.

When making a gift to the Fulbright Association in your will, please include the following information:

Legal Name: Fulbright Association, Inc.

Federal Tax ID Number: 52-1821935

Sample Language for a Legal Bequest:

“I bequeath to the Fulbright Association, Inc., a non-profit organization located in Washington, D.C. (Tax ID: 52-1821935),

  1. The sum of __________________ dollars, or

  2. An amount equal to ________________ % of the net value of my estate, or

  3. all the rest, residue, and remainder of my estate.”

Have you already included a gift in your will or trust? Please fill out this form to let us know. We would love to thank you for your generosity! Donors who make a bequest to the Fulbright Association in their will are invited to join the Fulbright Association’s Legacy Society.

As you work with your attorney or estate planner, consider making a charitable contribution to the Fulbright Association in one of the following ways:

Bequest

A designated gift in your will or living trust is the simplest form of planned giving. If you have already included the Fulbright Association in your estate plans, fill out this form to let us know so we can thank you and update our records!

Non-probate Assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called “non probate assets” and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate the Association as a beneficiary of one or more of these assets.

Retirement Accounts

Designating the Fulbright Association as the beneficiary is an excellent way for you to make a gift to us, using an asset that otherwise might be heavily taxed.

Charitable Remainder Trust

The income from the trust is donated to the Fulbright Association during your lifetime. After your lifetime, the trust assets, pass without further tax to your heirs.

Life Insurance

Donating a fully paid, existing life insurance policy or a policy that is not fully paid, provides you with a current charitable income tax deduction.

Life Estate Gift

You may irrevocably transfer the ownership of a home or farm to the Fulbright Association, retain the right to occupy the premises for the rest of your life, and receive an immediate charitable tax deduction.

Qualified Charitable Contribution

If you are 70 ½ or order, you can support the Fulbright Association through a Qualified Charitable Distribution (QCD) from your traditional IRA. Learn more here.

Fulbright Association Legacy Society

The Legacy Society is a distinguished group of Fulbright Association supporters committed to securing the organization’s future. Donors who include the Fulbright Association in their will are invited to join the Society. Members who join in 2023 or 2024 will be recognized as the Society’s founding members.
 
 

Member Benefits Include:

  • Connecting with others who share your commitment to the Fulbright Association’s mission
  • A certificate of recognition
  • Public acknowledgment (with your consent) in Fulbright Association materials
  • The opportunity to honor a loved one through your gift
  • An invitation to the annual Legacy Society breakfast
  • A dedicated Legacy Society newsletter
  • A distinctive lapel pin

 

For more information about leaving a legacy gift, please contact Claire Jagla, Associate Director for Philanthropy, at development@fulbright.org.