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
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:

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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!

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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.

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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.

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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.

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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.

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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.

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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.

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Fulbright Association Legacy Society

The Legacy Society is a special group of friends of the Fulbright Association who have made the commitment to ensuring the future of the Fulbright Association. Donors who make a bequest to the Fulbright Association in their will are invited to join the Society, and all members who join in 2023 and 2024 will be considering the Society’s founding members.
Benefits to Members Include:
  • A shared vision with others who support the Fulbright Association
  • Certificate of recognition
  • Recognition (with your permission) in Fulbright Association published materials
  • The ability to honor a loved one
  • Annual Legacy Society breakfast
  • Annual Legacy Society newsletter
  • A distinctive lapel pin
For more information on leaving a legacy gift, contact Associate Director for Philanthropy Claire Jagla at development@fulbright.org.