Planned Giving

Planned Giving

Making a Difference, Now and in the Future

As an attorney, you want to leave behind a lasting legacy that reflects your expertise and years of public service. A planned gift to the FJE enables our donors to make a significant contribution to the Association's vital outreach efforts while still achieving financial and estate planning goals.

The ABA established the Society of Saratoga Legacy Fund to recognize bequests from individuals dedicated to safeguarding the Association's tradition of public service. Membership in the Society of Saratoga Legacy Fund is available to all ABA members and friends who make a bequest of $1,000 or more to the Fund for Justice and Education through a planned gift.

Now is the time to prepare for the future and uphold the Association's commitment to justice and public service. These are just a few of the most common types of planned gifts and information to help you and your advisors.

From your estate
Through these planned gifts, donors pledging $1,000 or more are included as a member of the Society of Saratoga Legacy Fund .
Wills & Living Trusts: Make a generous contribution to the FJE without reducing your current income by including the FJE in your will or living trust. Designate your gift to a specific ABA project or allow us to apply your gift to the area of greatest need.

Life Insurance: Name the FJE as a beneficiary of a life insurance policy, and combine charitable objectives with tax advantages. As tax laws regarding gifts of life insurance policies are complex, please contact your insurance provider for more information.

Retirement Plans: Consider using the assets held in an IRA or other retirement plan to make a significant contribution to the FJE. By designating a tax exempt entity, like the FJE, as a beneficiary, you can help save your loved ones costly income and estate taxes.

Income producing plans
Contribute to the FJE while also providing for your family through these planned giving options.

Charitable Lead Trusts: Utilize this philanthropic vehicle to provide substantial support to the FJE now, and later pass assets on to heirs with a minimum of gift or estate taxes. The benefits of a charitable lead trust, including possible estate tax, gift tax, and income tax benefits will vary depending on your financial situation.

Charitable Remainder Trusts: Take advantage of a charitable remainder trust to fulfill your giving needs while receiving income for you and those you love. With various forms of chartable remainder trusts on the market, please consult your financial planner about which program best suits your needs.