Leave a Legacy of Reason

Leave a Legacy of Reason

Imagine a future where science and reason serve as the foundation for key aspects of our lives–our education system, our public policy, our discourse, and our media.

A future where free expression is guaranteed everywhere around the world.

A future where old sectarian divisions have been overcome by the common bond of secular ideals.

This is the future CFI is working toward, and together, we can achieve it. It’s never too early to consider a planned gift that fits your lifestyle, provides tangible results, and secures a legacy on your terms – a legacy of reason.

A planned gift makes you a member of CFI’s Secular Future Society – a group of people who have included CFI in their planned giving or estate.

This information is designed to give you an overview of the planned gifts CFI can accept, and to give you practical steps to plan and execute your gift. Please consult your financial planner and/or attorney for financial and legal advice. If you have any questions about CFI’s long-term goals and initiatives, please contact us.

“We are committed to CFI because we want to defend and promote secularism and the sciences, now and into the future. Supernatural and pseudoscientific claims simply cannot go unexamined. This is why we’ve set up the Spike Wadsworth and Y. Sherry Sheng Endowment Fund for Science with CFI. They’ve made the process easy, and we enjoy working with them to pursue our shared goals.”

“Ever since a relatively young age I have considered the world’s religions as the primary cause of wars. But until recently, I never lent my name to any cause or organization that opposed organized religion. Then along came CFI! Oh, and it didn’t hurt that my ‘contribution’ was in the form of a Charitable Gift Annuity which, based on my age at the time of the gift, pays me a hefty 9 percent return for my lifetime.”

“Due to my strongly held non-religious beliefs, I have determined that Center for Inquiry needs to be a vital component of my planned giving and estate planning. CFI provides community. CFI is a strong advocate for causes that are important to me. As a member of the CFI–Michigan Advisory Board, I see firsthand how much gets squeezed out of every nickel that is donated.

There are a lot of non-profits to which I could donate my time, energy, and money. I have chosen to invest in CFI because, unlike many other organizations that receive support from a variety of sectors of the community, CFI only receives donations from secular individuals. This nation was formed as a secular society, with freedoms for all. CFI is an organization that works daily to uphold those rights, so I strongly support them in any way I can.”

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Do you Want to...

Then Consider...

...a gift from your will or trust (including cash, a share of the estate, or a particular property).

You Benefit By...

...having an easy and traditional way to provide crucial resources to CFI.

Then Consider...

...a donation of securities instead of cash.

You Benefit By...

...showing that you're investment savvy and making a tangible difference to the cause.

Then Consider...

...naming CFI as a beneficiary of your retirement plan, and give your heirs assets that are taxed at lower rates.

You Benefit By...

...eliminating your income tax on retirement plan assets.

Then Consider...

...making CFI the beneficiary of a life insurance policy.

You Benefit By...

...receiving recognition for a significant gift now.

Then Consider...

...giving a gift of real estate.

You Benefit By...

...avoiding capital gains tax, and receiving an income tax deduction.

Then Consider...

...opening a charitable gift annuity, a charitable remainder annuity trust, or a charitable remainder unitrust.

You Benefit By...

...having tax incentives from the charitable deduction, and receiving regular income for the rest of your life.

Then Consider...

...establishing a deferred gift annuity.

You Benefit By...

...receiving a larger immediate tax benefit and a higher income later in life.

Please note that gift annuities and charitable trusts are subject to review by CFI and its financial institution(s).

Don’t forget to let us know! If you have included a gift to CFI in your estate plans, be sure to let us know. We would like to thank you personally, and ensure that we use the gift exactly according to your wishes. Whichever tools you use, our board and staff will ensure that your planned gift is handled with care, and directed to the specific issues you want to support. Leaving a legacy has never been easier.

Talk to your attorney or financial advisor today. Thank you.

Sample Language for Wills and Beneficiary Designations

You may consider using this or similar language when formalizing your planned gift and bequest intentions. Please note that this is simply a starting point – it should not be interpreted as legal advice, and you should consult an estate attorney to review your plans with you.

General Bequest

I give (devise) and bequeath to the Center for Inquiry, 3965 Rensch Road, Amherst, NY 14228, (mailing address P.O. Box 741, Amherst, NY 14226-0741), my estate (or, the sum of money, percentage of estate, or description of property) to be used for carrying out the general purposes of the organization, the sum to be expended by the officials of the organization as they may determine. The Center for Inquiry is recognized by the US Internal Revenue Service as a registered 501 (c) (3) non-profit charitable organization chartered to perform an educational and scientific mission. The Center for Inquiry’s federal tax identification number is 22-2306795.

Contingent Bequest

If (insert beneficiary’s name) does not survive me, then and in that event, I give (devise) and bequeath to the Center for Inquiry, 3965 Rensch Road, Amherst, NY 14228, (mailing address P.O. Box 741, Amherst, NY 14226-0741), my estate (or, the sum of money, percentage of estate, or description of property) to be used for carrying out the general purposes of the organization, the sum to be expended by the officials of the organization as they may determine. The Center for Inquiry is recognized by the US Internal Revenue Service as a registered 501 (c) (3) non-profit charitable organization chartered to perform an educational and scientific mission. The Center for Inquiry’s federal tax identification number is 22-2306795.

Specific Bequest – Securities

I give (devise) and bequeath to the Center for Inquiry, 3965 Rensch Road, Amherst, NY 14228, (mailing address P.O. Box 741, Amherst, NY 14226-0741), the following described securities _______ to be used for carrying out the general purposes of the organization, the sum to be expended by the officials of the organization as they may determine. The Center for Inquiry is recognized by the US Internal Revenue Service as a registered 501 (c) (3) non-profit charitable organization chartered to perform an educational and scientific mission. The Center for Inquiry’s federal tax identification number is 22-2306795.

Specific Bequest – Real Estate

I give (devise) and bequeath to the Center for Inquiry, 3965 Rensch Road, Amherst, NY 14228, (mailing address P.O. Box 741, Amherst, NY 14226-0741), the following described real property ____, situated in ____ County, State of ___, to use said property and the rents, income, or proceeds arising therefrom or the proceeds of the sale thereof, to be used for carrying out the general purposes of the organization, the sum to be expended by the officials of the organization as they may determine. The Center for Inquiry is recognized by the US Internal Revenue Service as a registered 501 (c) (3) non-profit charitable organization chartered to perform an educational and scientific mission. The Center for Inquiry’s federal tax identification number is 22-2306795.