Ways to Give:
Planned Giving
Planned gifts allow you to make a significant impact on the RPII Real Assets Education Foundation (RPII RAEF) while planning for the future. These gifts are arranged today but given in the future, often through a will, trust, or other estate planning tools. Every contribution, regardless of size, plays a crucial role in supporting our mission.
Leveraging Your Legacy and Contributions for Generations to Come
Planned gifts allow you to make a significant impact on the RPII Real Assets Education Foundation (RPII RAEF) while planning for the future. These gifts are arranged today but given in the future, often through a will, trust, or other estate planning tools. Every contribution, regardless of size, plays a crucial role in supporting our mission.
When you include the Foundation in your estate plans, you become a valued member of our Pillars of Progress — a distinguished group of visionaries dedicated to advancing the real assets industry and ensuring its continued prosperity for future generations. We encourage you to notify us of your intentions so we can properly acknowledge and thank you. If you prefer to remain anonymous, we will fully respect your wishes.
Sample Beneficiary Language
To include the Foundation in your estate plans, please use the following information:
- Legal Name: RPII Real Assets Education Foundation, Inc.
- Address: 760 US Highway One, Suite 300, North Palm Beach, FL 33408-4424
- Federal Tax ID: 52-1256535
Common Gift Devices and Plans
Disclaimer: Tax laws and regulations can change, and individual circumstances vary. Please consult a qualified tax professional or financial advisor to understand the tax implications and benefits of your planned giving.
Wills and Estate Nominations
Through your will or living trust, you can designate planned gifts to the RPII Real Assets Education Foundation (RPII RAEF). This approach allows you to make a meaningful future contribution while retaining control over your assets during your lifetime. You may choose to leave a fixed dollar amount, a percentage of your total estate, or a percentage of the residual estate.
Considerations for Your Bequest
- Gift Designation: You can choose to make your gift unrestricted, allowing the Foundation to use it where it is needed most, or you can direct it to specific initiatives that are important to you.
- Recognition: Please consider telling us about your gift so we may properly thank you and recognize your generosity.
Sample Language for Your Bequest
To include RPII RAEF in your will or living trust, you might use the following language:
"I give, devise, and bequeath to the RPII Real Assets Education Foundation (RPII RAEF), a nonprofit organization qualified for tax exemption under Section 501(c)(3) of the Internal Revenue Code, located at 760 US Highway One, Suite 300, North Palm Beach, FL 33408-4424, and its tax identification number 52-1256535, the sum of [amount] or [percentage] of my estate, to be used for its general purposes or for [specific initiative] as determined by the Foundation."
To discuss your bequest options, please contact us at info@rpii.org.
Beneficiary Designations
In addition to your will or estate documents, you can identify RPII Real Assets Education Foundation as a beneficiary of your retirement plan assets, life insurance policies, annuities, bank accounts, or brokerage accounts. This method offers flexibility and may simplify your estate planning, as it typically does not require updating your will or other estate documents.
Steps to Designate a Beneficiary
- Contact Your Financial Institution: Reach out to your retirement plan administrator, life insurance company, bank, broker, or other financial institution to request a change of beneficiary form.
- Specify Your Gift: Indicate a dollar amount or percentage (such, as ranging from 1% to 100%) of the account or policy you wish to designate to the Foundation.
- Notify Us: We encourage you to inform us of your beneficiary designation so we can properly thank you and recognize your generosity.
Charitable Remainder Trusts (CRTs)
Establishing a Charitable Remainder Trust (CRT) allows you to make a significant impact on the RPII Real Assets Education Foundation (RPII RAEF) while providing you with a steady income for life or a set number of years. This arrangement lets you convert appreciated assets into an income stream without incurring immediate capital gains taxes, offering both financial stability and potential tax benefits.
Benefits of a CRT
- Income Stream: Provides a reliable income for the term of the trust or your lifetime.
- Tax Advantages: Offers the potential for an immediate charitable income tax deduction and relief from capital gains taxes on appreciated assets.
- Legacy Planning: Aligns your philanthropic goals with your financial planning, ensuring your legacy of giving continues for years to come.
Disclaimer: Because CRTs involve various options and complex tax implications, we recommend seeking advice from your tax advisor, estate planner, or legal counsel to optimize your gift and ensure your goals are met.