
Legacy Society
Pride in your Legacy: Leaving a planned gift to GLAD Law
GLAD Law’s Legacy Society is a group of supporters who have included GLAD Law in their will, trust, or estate plans. Membership carries certain benefits such as invitations to exclusive GLAD Law events and briefings, including our annual Legacy Society Brunch, and recognition in GLAD Law Briefs. For a full list of benefits, scroll to the bottom of this page.
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Hear from these Legacy Society members on why they’ve committed to leave their legacy to GLAD Law and ensure a future a bright future LGBTQ+ people everywhere:
Put GLAD Law in Your Will
You can provide for GLAD Law in your will, in a trust funded at the time of your death, or by naming GLAD Law as the beneficiary of your IRA or life insurance policy. Doing so may reduce the tax owed on your estate. You may:
- Designate a specific dollar amount
- Designate a percentage of your estate
- Designate your residuary estate remaining after all specific bequests
- Bequeath through a charitable remainder trust
- Bequeath through a charitable lead trust
For sample bequest language, click here.
Designate GLAD Law as a Beneficiary of Non-Probate Assets
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Using Annuities & Trusts to Benefit GLAD Law
Charitable Remainder Trust
A charitable remainder trust allows you to transfer assets, which will be managed by a trustee, and from those assets to provide periodic payments of income to you or some other beneficiary of your choice.
Minimum gift: $50,000
Charitable Lead Trust
Charitable lead trusts are the “reverse” of the charitable remainder trusts and may be particularly desirable in large estates to provide estate tax savings and benefit your heirs after providing payments to GLAD Law for a specified term of years.
Minimum gift: $50,000
Charitable Gift Annuity
You can make a contribution to GLAD Law and provide a fixed annual income for life for yourself or someone else whom you designate. The rate you receive is based on your age, currently ranging from 4.8% for age 55 to 10.1% for age 90 and older.
Minimum gift: $25,000
If you would like to talk about planned giving, please contact Jordan Caress-Wheelwright, Assistant Director of Planned and Individual Giving, at jcwheelwright@glad.org or (617) 778-6725.
Legacy Society Benefits
Legacy Society members are truly GLAD Law family, and membership carries certain benefits:
- Invitation to GLAD Law’s annual Legacy Society Brunch
- Exclusive, virtual updates with GLAD Law attorneys
- Invitation to annual Donor Appreciation Event in Boston
- Personalized updates about key issue areas and casework
- New members receive complimentary tickets to a GLAD Law event of their choosing
Our Future, Our Terms: Strategic Planning for LGBTQ+ People and Families
Watch GLAD Law’s virtual event featuring a distinguished panel of LGBTQ+ professionals offering insights and strategies on estate and financial planning, legally protecting yourself and your family, and aligning your financial decisions with your values. Moderated by Annika Bockius-Suwyn of ABS Law. Featuring:
- Scott Squillace, Squillace & Associates
- Lisa Wilson, Wilson, Marino & Bonnevie
- Alix Magner, Morgan Stanley
Learn more about the panelists.
