Gift Planning Details

What is a Bequest?

A bequest is any gift made from your estate. These gifts may include a transfer of cash, securities, or other property. It is simple to make a bequest to the Bastiat Society by including language in your will or living trust or by making a short call to your legal advisor.

Importance of a Bequest

Leaving a charitable donation in your will may be the most important charitable contribution you make. It is generally the largest, and it is the one that you will be remembered for. When you include the Bastiat Society in your will, you can trust that your donation will work to further liberty and bring life to free enterprise. Our goal is to be sure that your legacy is carried out exactly as you intend. If you have any questions about leaving the Bastiat Society in your will please feel free to contact us.

Benefits of a Leaving a Charitable Bequest

  1. A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for the Bastiat Society for many years to come.
  2. You retain control and use of your assets during your lifetime and have the right and ease of modifying your bequest if any circumstances change.
  3. Gifts to the Bastiat Society made from your estate are exempt from federal estate taxes.

Bastiat Society Legal Name and Tax I.D. Number
Legal Name: THE BASTIAT SOCIETY, INC
Tax I.D. Number: 20-1599637

Important Notes

If you wish to have your bequest applied to a specific purpose, simply add “…for the benefit of [name of purpose]”. We are glad to honor your wish.

We would like to thank you for your generosity and understand the full purpose of your gift. Once you have included the Bastiat Society in your estate plans, please let us know.

Contact Us: Our Planned Giving Specialist is happy to help you explore options for designating a bequest to the Bastiat Society.

Those considering a planned gift should consult their own legal and tax advisors. The information here is not to be used as professional legal or tax counsel.

Bastiat Society Legal Name and Tax I.D.
Number Legal Name: THE BASTIAT SOCIETY, INC
Tax I.D. Number: 20-1599637

For more information, call us at 800.708.8140, or email us at support[at]bastiatsociety[dot]com

Examples of giving language

For a fixed amount of money or a designated property: “I give to THE BASTIAT SOCIETY 20-1599637, located in Charleston, South Carolina, $________ ( or describe the real or personal property, including exact location).

For a percentage of the estate: “I give to THE BASTIAT SOCIETY 20-1599637, located in Charleston, South Carolina, ______ % of my estate.”

For a residual bequest: “I give all the residue of my estate, including real and personal property, to THE BASTIAT SOCIETY 20-1599637, located in Charleston, South Carolina.”