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Make a Legacy Gift

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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary of Financial Accounts

Make a legacy gift by naming Braille Institute as the beneficiary of a certificate of deposit, bank account, or brokerage account. You can also make Braille Institute a full, partial, or contingent beneficiary of a life insurance policy. Or sign over a fully paid policy, for which you may receive a tax deduction. Mutual fund investors can also name Braille Institute as a beneficiary in the event of the owner's death, and beneficiaries can be named for each fund.

Flowchart: Donor executes designation form with account custodian to designate BIA as beneficiary of a retirement, investment or bank account.

Benefits of gifts of financial accounts

  • Simplify your planning
  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Heirs can instead receive tax-advantaged assets from the estate
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of financial assets

To make Braille Institute a beneficiary of a financial account, you will need to complete a beneficiary designation form provided by the custodian of the financial institution. If you designate Braille Institute as beneficiary, we will benefit from the full value of your gift because these assets will not be taxed at the time of your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Braille Institute. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Braille Institute. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If Braille Institute retains the policy to maturity, you can receive additional tax deductions by making annual cash gifts so that we can pay the premiums
  • If Braille Institute cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer, and include Braille Institute as the beneficiary of your policy.

Contact us

If you have any questions about making Braille Institute the beneficiary of financial accounts, insurance policies, or mutual funds, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already named us as a beneficiary of a financial account or your life insurance policy. We would like to thank you and recognize you for your gift.

Thank You

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