CREATE A LEGACY OF JUSTICE

Including RAICES in your will or estate plan is one of the most life-changing gifts you can make in support of families seeking safety and refuge for generations to come. Your commitment to immigrant, refugee, and asylum-seeking families can continue long after your lifetime, ensuring that your values live on.

Many RAICES allies like to include a legacy gift in their will or other estate plans; sample language to do so can be found below. Have you already made this decision or are you considering making such a gift to RAICES to benefit future generations? Use the form below to let us know so we can include you in important communications and be of assistance.

SAMPLE LANGUAGE

Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.

  • You may leave RAICES all or a portion of the remaining assets after your estate expenses and specific bequests are distributed:

    I give and devise to RAICES (EIN #74-2436920), with a primary mailing address at P.O. Box 786100, San Antonio, TX 78278, all [or state a percentage] of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support.

  • You may name RAICES as a beneficiary of a specific amount from your estate:

    I give and devise to RAICES (EIN #74-2436920), with a primary address at P.O. Box 786100, San Antonio, TX 78278, the sum of $________ [or asset] to be used for its general support.

  • You may name RAICES as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

    If [insert name] is not living at the time of my demise, I give and devise to RAICES (EIN #74-2436920), with a primary address at P.O. Box 786100, San Antonio, TX 78278, the sum of $_________ [or all or a percentage of the residue of my estate] to be used for its general support.

  • No will is necessary to designate RAICES as a beneficiary of your IRA, other qualified retirement plan, life insurance, donor-advised fund, or bank account. You may name RAICES as a beneficiary, accomplishing a charitable goal while realizing significant tax savings.

    You maintain complete control over the asset, and after your lifetime, the plan passes to support RAICES, free of both estate and income taxes. Please consult with your financial advisor regarding the tax benefits of such gifts.

    Simply request a change of beneficiary form from the administrator of your plan, policy, fund, or account. Complete and return the form to your administrator and notify RAICES via email at rhonda.armor@raicestexas.org.

  • If you would like to make a gift that is specific to your goals and interests, RAICES can provide customized language.