Create a Legacy of Justice

Your commitment to migrant justice can continue long after your lifetime. Remembering RAICES in your will or living trust is one of the most meaningful gifts you can make to families seeking safety and refuge for generations to come, ensuring that your values live on. It is simple to arrange and more about including RAICES in your estate plan is below.

The sample language here is for some popular approaches to estate planning that you can share with your attorney or advisor. While we are happy to help you create your legacy, RAICES is not engaged in legal or tax advisory services.

Specific Gift

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 office at 1305 N. Flores Street, San Antonio, TX 78212, the sum of $________ [or asset] to be used for its general support.

Residual Gift

You may leave RAICES a residual bequest, paid after your estate expenses and specific bequests:

I give and devise to RAICES (EIN #74-2436920), with a primary office at 1305 N. Flores Street, San Antonio, TX 78212, 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.

Contingent Gift

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 office at 1305 N. Flores Street, San Antonio, TX 78212, the sum of $_________ [or all or a percentage of the residue of my estate] to be used for its general support.

Retirement Plan, Insurance Policy, Donor-Advised Fund, or Bank Account Gift

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 tax 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 [email protected].

Customized Gift

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

Contact

For more information and assistance with the proper language for your will or beneficiary designation, please contact:

Rhonda Rogers Armor
Office of Development, RAICES
+1 (726) 900-8556
[email protected]

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.